Morningstar

MFS Research International Fund Class I MRSIX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $29.86  /  +0.98 %
  • Fund Size $16.5B
  • Adjusted Expense Ratio 0.740%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment —
  • Investment Status Open
  • TTM Yield 1.70%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis MRSIX

Will MRSIX outperform in the 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 MRSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Research International I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MRSIX

More MRSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schneider Electric SE

2.86 504M
Industrials

Mizuho Financial Group Inc

2.61 459M
Financial Services

Hitachi Ltd

2.49 437M
Industrials

ASML Holding NV

2.24 394M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

2.15 378M
Technology

Novartis AG Registered Shares

2.07 364M
Healthcare

TotalEnergies SE

2.03 358M
Energy

Tokyo Electron Ltd

1.95 343M
Technology

Banco Bilbao Vizcaya Argentaria SA

1.73 305M
Financial Services

BNP Paribas Act. Cat.A

1.72 302M
Financial Services

Sponsor Center