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Morningstar

MFS International Intrinsic Value R1 MINRX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 33.67  /  1.46 %
  • Total Assets 21.1 Bil
  • Adj. Expense Ratio
    1.720%
  • Expense Ratio 1.720%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Foreign Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield 0.05%
  • Turnover 19%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 1:17 AM GMT+0

Morningstar’s Analysis MINRX

Will MINRX 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 MINRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Eclectic quality.

Director Dan Culloton

Dan Culloton

Director

Summary

MFS International Intrinsic Value's ability to build a unique portfolio and stick with it earns Morningstar Analyst Ratings of Silver for its cheapest share classes and Bronze for its pricier ones.

by Dan Culloton
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MINRX

More MINRX Holdings
  • Current Portfolio Date
  • Equity Holdings 91
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schneider Electric SE

3.54
790,005,119
Industrials

Nestle SA

3.11
694,350,354
Consumer Defensive

Currency Cash CASH_USD

3.04
677,721,069
Cash and Equivalents

Franco-Nevada Corp

3.02
673,070,903
Basic Materials

Cadence Design Systems Inc

2.70
602,625,594
Technology

Legrand SA

2.62
585,002,850
Industrials

TotalEnergies SE

2.53
563,394,867
Energy

Samsung Electronics Co Ltd

2.32
517,822,360
Technology

Pernod Ricard SA

2.21
491,940,546
Consumer Defensive

Deutsche Boerse AG

2.06
460,008,190
Financial Services