Morningstar

MFS International Intrinsic Equity Fund Class R1 MINRX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 38.18  /  +0.03 %
  • Total Assets 24.0B
  • Adj. Expense Ratio
    1.770%
  • Expense Ratio 1.770%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 1.10%
  • Turnover 13%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MINRX

Will MINRX 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 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.

Unconventional but not untamed.

Senior Principal Dan Culloton

Dan Culloton

Senior Principal

Summary

MFS International Intrinsic Value's unconventional approach still has long-term appeal; but enhancements to how Morningstar estimates funds’ return opportunities, a key part of the Morningstar Medalist Rating calculation, may affect the ratings of some of this strategy’s share classes even though its pillar ratings and expenses have not changed.

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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.78 940M
Technology

Franco-Nevada Corp

3.47 864M
Basic Materials

Currency Cash CASH_USD

3.41 849M
Cash and Equivalents

Schneider Electric SE

3.07 764M
Industrials

Legrand SA

2.99 744M
Industrials

TotalEnergies SE

2.78 692M
Energy

Deutsche Boerse AG

2.36 587M
Financial Services

Wheaton Precious Metals Corp

2.15 536M
Basic Materials

Resona Holdings Inc

2.15 535M
Financial Services

UBS Group AG Registered Shares

2.01 501M
Financial Services

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