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MFS Research International R1 MRSGX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 19.02  /  0.16 %
  • Total Assets 15.5 Bil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.34%
  • Turnover 15%

Morningstar’s Analysis MRSGX

Will MRSGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin MFS Research International R1'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.

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Portfolio Holdings MRSGX

  • 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
3.15
519,278,564
Basic Materials
2.96
488,928,477
Healthcare
2.94
484,590,569
Consumer Cyclical
2.86
471,371,497
Industrials
2.83
467,921,510
Consumer Defensive
2.46
405,826,092
Healthcare
2.15
355,018,705
Industrials

Currency Cash CASH_USD

2.09
344,360,312
Cash and Equivalents
1.80
297,886,562
Consumer Defensive
1.63
269,440,830
Energy