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MFS Research International R3 MRSHX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 23.37  /  +0.69 %
  • Total Assets 16.7 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.50%
  • Turnover 16%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 11:34 PM GMT+0

Morningstar’s Analysis MRSHX

Will MRSHX 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 R3'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-costliest quintile among peers.

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Portfolio Holdings MRSHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

3.70 595.3 Mil
Healthcare

Schneider Electric SE

3.56 572.5 Mil
Industrials

Linde PLC

3.36 540.8 Mil
Basic Materials

Lvmh Moet Hennessy Louis Vuitton SE

2.47 397.5 Mil
Consumer Cyclical

Nestle SA

2.33 375.3 Mil
Consumer Defensive

Hitachi Ltd

2.32 373.5 Mil
Industrials

Roche Holding AG

2.23 358.2 Mil
Healthcare

TotalEnergies SE

1.90 306.0 Mil
Energy

NatWest Group PLC

1.89 304.5 Mil
Financial Services

BNP Paribas Act. Cat.A

1.65 265.3 Mil
Financial Services