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Morningstar

MFS International Growth R3 MGRTX

Morningstar Analyst Rating
Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 38.59  /  0.57 %
  • Total Assets 13.9 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.070%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.81%
  • Turnover 12%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis MGRTX

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.

This strategy remains a good core foreign-stock vehicle for the long haul.

Senior Analyst

Summary

| by William Samuel Rocco

MFS International Growth continues to enjoy personnel and other advantages over its rivals. The Morningstar Analyst Ratings for its three cheapest share classes are raised to Silver from Bronze—owing to changes in the competitive landscape in its Morningstar Category peer group—while its other share classes remain at Bronze.

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