MFS International Growth remains in good hands after the expected retirement of a comanager, and its other strengths remain intact. But increased competition in the foreign large-growth stock Morningstar Category lowers the Morningstar Analyst Rating for its three cheapest share classes to Bronze from Silver. Its other share classes remain at Bronze.
MFS International Growth R3 MGRTX
NAV / 1-Day Return
45.83
/
0.04
%
Total Assets
14.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.080%
Expense Ratio
1.080%
Fee Level
Low
Longest Manager Tenure
9.45
years
Category
Foreign Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.56%
Turnover
17%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MGRTX 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 MGRTX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MGRTX 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 MGRTX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still attractive.
