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MFS International Intrinsic Value R3 (MINGX)

40.80 +0.05 (+0.12%)
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 that the advisor believes are undervalued compared to their intrinsic value.

MFS International Intrinsic Value R3

BOSTON MA 02199
111 HUNTINGTON AVENUE 24TH FLOOR
18006372929

Fund Overview

Category Foreign Large Growth
Fund Family MFS
Net Assets 21.34B
YTD Return 4.33%
Yield 1.55%
Morningstar Rating
Inception Date May 01, 2006

Fund Operations

Last Dividend 0.65
Last Cap Gain 29.00
Holdings Turnover 19.00%
Average for Category --

Fees & Expenses

Expense MINGX Category Average
Annual Report Expense Ratio (net) 1.03% 1.05%
Prospectus Net Expense Ratio 1.03% --
Prospectus Gross Expense Ratio 1.04% --
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

Philip Evans - Investment Officer - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., As an Equity Research Analyst, responsible for identifying the most attractive investment opportunities in assigned universe. Works closely with portfolio managers to ensure ideas are properly positioned within portfolios. - Joined MFS in 2011 - Previous experience includes 3 years as Equity Analyst at Baillie Gifford & Co. - University of St. Andrews, Master of Arts, First Class

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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