Morningstar

MFS International Intrinsic Equity Fund Class I MINIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $53.08  /  +0.26 %
  • Fund Size $23.6B
  • Adjusted Expense Ratio 0.740%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.51%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis MINIX

Will MINIX outperform in the 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 MINIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MINIX 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 MINIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

New name, same process.

Senior Principal Dan Culloton

Dan Culloton

Senior Principal

Summary

A name change doesn’t alter MFS International Intrinsic Equity’s inherent qualities.

by Dan Culloton
Rated on Published on

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Portfolio Holdings MINIX

More MINIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franco-Nevada Corp

3.79 945M
Basic Materials

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.52 876M
Technology

Currency Cash CASH_USD

3.37 839M
Cash and Equivalents

Deutsche Boerse AG

2.47 616M
Financial Services

TotalEnergies SE

2.42 604M
Energy

Legrand SA

2.42 603M
Industrials

Wheaton Precious Metals Corp

2.32 579M
Basic Materials

Resona Holdings Inc

2.28 567M
Financial Services

Schneider Electric SE

2.23 556M
Industrials

NatWest Group PLC

2.10 524M
Financial Services

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