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Morningstar

MFS Research International B MRIBX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 20.59  /  0.34 %
  • Total Assets 15.8 Bil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Below Average
  • Share Class Type —
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.32%
  • Turnover 15%

USD | NAV as of Sep 20, 2023 | 1-Day Return as of Sep 20, 2023, 10:21 PM GMT+0

Morningstar’s Analysis MRIBX

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

People Pillar

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

A sound investment process and strong management team underpin MFS Research International B's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MRIBX

More MRIBX Holdings
  • Current Portfolio Date
  • Equity Holdings 111
  • Bond Holdings 0
  • Other Holdings 9
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Linde PLC

3.15
519,278,564
Basic Materials

Roche Holding AG

2.96
488,928,477
Healthcare

LVMH Moet Hennessy Louis Vuitton SE

2.94
484,590,569
Consumer Cyclical

Schneider Electric SE

2.86
471,371,497
Industrials

Nestle SA

2.83
467,921,510
Consumer Defensive

Novo Nordisk A/S Class B

2.46
405,826,092
Healthcare

Hitachi Ltd

2.15
355,018,705
Industrials

Currency Cash CASH_USD

2.09
344,360,312
Cash and Equivalents

Diageo PLC

1.80
297,886,562
Consumer Defensive

TotalEnergies SE

1.63
269,440,830
Energy