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MFS International Growth R3 (MGRTX)

42.71 +0.06 (+0.14%)
At close: 8:00 PM EDT

Fund Summary

The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies).

MFS International Growth R3

BOSTON MA 02199
111 HUNTINGTON AVENUE 24TH FLOOR
18006372929

Fund Overview

Category Foreign Large Growth
Fund Family MFS
Net Assets 15.93B
YTD Return 1.09%
Yield 1.22%
Morningstar Rating
Inception Date Jul 01, 1996

Fund Operations

Last Dividend 0.50
Last Cap Gain 20.00
Holdings Turnover 17.00%
Average for Category --

Fees & Expenses

Expense MGRTX Category Average
Annual Report Expense Ratio (net) 1.08% 1.05%
Prospectus Net Expense Ratio 1.08% --
Prospectus Gross Expense Ratio 1.09% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.20%
Max Deferred Sales Load -- 1.29%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Kevin M. Dwan, Lead Manager since January 02, 2012
Kevin M. Dwan − Investment Officer − Director of Asian Equity Research − Global Equity Research Analyst − Joined MFS in 2005; named Director of Asian Equity Research in 2007 − Previous experience includes: nine years for Putnam Investments in various roles in Boston, London, and Tokyo including Equity Analyst and a Sector Sleeve Portfolio Manager for International Core Equity − Affiliation(s): President of Sabrina's Foundation − Harvard University, MBA − Harvard College, AB

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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