Skip to Content
Morningstar

MFS International Growth R2 MGRQX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 33.25  /  0.36 %
  • Total Assets 14.3 Bil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.71%
  • Turnover 17%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis MGRQX

Will MGRQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MGRQX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MGRQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MGRQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still more compelling than most of the competition.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

MFS International Growth’s strengths remain intact. The Morningstar Medalist Ratings for the CIT and cheaper mutual funds share classes remain at Silver, while the pricier mutual fund share classes are Bronze.

by William Samuel Rocco
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MGRQX

More MGRQX Holdings
  • Current Portfolio Date
  • Equity Holdings 87
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Roche Holding AG

4.14
651,991,624
Healthcare

Nestle SA

4.12
647,962,558
Consumer Defensive

SAP SE

4.07
640,951,987
Technology

LVMH Moet Hennessy Louis Vuitton SE

3.78
594,284,486
Consumer Cyclical

Hitachi Ltd

3.57
562,069,378
Industrials

Schneider Electric SE

3.38
532,294,328
Industrials

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.20
502,881,562
Technology

Linde PLC

3.01
473,620,961
Basic Materials

AIA Group Ltd

2.46
386,550,421
Financial Services

Amadeus IT Group SA

2.19
345,080,213
Consumer Cyclical