Skip to Content

MFS Research International R2 MRSRX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 21.82  /  +0.32 %
  • Total Assets 16.4 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.23%
  • Turnover 16%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis MRSRX

Will MRSRX 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 R2'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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MRSRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

3.39 545.0 Mil
Healthcare

Linde PLC

3.18 511.5 Mil
Basic Materials

Schneider Electric SE

3.18 510.4 Mil
Industrials

Roche Holding AG

2.74 440.6 Mil
Healthcare

Nestle SA

2.73 439.5 Mil
Consumer Defensive

Lvmh Moet Hennessy Louis Vuitton SE

2.63 423.0 Mil
Consumer Cyclical

Hitachi Ltd

2.04 328.2 Mil
Industrials

TotalEnergies SE

1.76 282.7 Mil
Energy

BNP Paribas Act. Cat.A

1.60 256.9 Mil
Financial Services

Euronext NV

1.60 256.6 Mil
Financial Services