Nasdaq - Delayed Quote USD

MFS International Intrinsic Value R2 (MINFX)

37.01 +0.05 (+0.14%)
At close: May 17 at 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 that the advisor believes are undervalued compared to their intrinsic value.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.03%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 3

Performance & Risk

YTD Return 10.35%
5y Average Return 7.45%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MINFXCategory AverageMINFXCategory AverageMINFXCategory Average
Alpha 0.44 0.05 1.28 0.03 3.25 0.03
BETA 1 0.01 0.84 0.01 0.8 0.01
Mean Annual Return 0.17 0.01 0.59 0.01 0.63 0.01
R-squared 83.81 0.87 80.6 0.84 78.45 0.88
Standard Deviation 17.86 0.17 16.46 0.15 13.59 0.15
Sharpe Ratio -0.06 0.01 0.3 0.01 0.44 0.01
Treynor Ratio -2.58 0.11 4.36 0.11 6.63 0.08

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