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Morningstar

MFS Research International A MRSAX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 22.21  /  −0.09 %
  • Total Assets 15.9 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • 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 1.43%
  • Turnover 16%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MRSAX

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

  • People Pillar

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

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

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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MRSAX

More MRSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schneider Electric SE

3.58 582.6 Mil
Industrials

Novo Nordisk A/S Class B

3.46 562.7 Mil
Healthcare

Linde PLC

3.46 562.6 Mil
Basic Materials

Lvmh Moet Hennessy Louis Vuitton SE

2.83 459.7 Mil
Consumer Cyclical

Roche Holding AG

2.47 401.4 Mil
Healthcare

Nestle SA

2.44 396.8 Mil
Consumer Defensive

Hitachi Ltd

2.15 350.2 Mil
Industrials

TotalEnergies SE

1.69 274.6 Mil
Energy

Euronext NV

1.64 266.4 Mil
Financial Services

London Stock Exchange Group PLC

1.53 248.8 Mil
Financial Services