A strong management team and sound investment process underpin MFS Research International A's Morningstar Medalist Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 21.42 / 0.89 %
- Total Assets 15.6 Bil
-
Adj. Expense Ratio
1.000%
- Expense Ratio 1.000%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Foreign Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.24%
- Turnover 15%
Morningstar’s Analysis MRSAX
Will MRSAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Apr 30, 2023
- Equity Holdings 115
- Bond Holdings 0
- Other Holdings 7
- % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector