ECRIX - MFS Research International Fund Class 529C

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MFS Research International Fund Class 529C

MFS Series Trust I

111 Huntington Avenue, 24th Floor

Boston, MA 2199

Management Information
Camille Humphries Lee,Lead Manager since August 31, 2018
Investment Officer *Institutional Equity Portfolio Manager *As an Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning. *Joined MFS in 2000. *Previous experience includes 3 years as Research Analyst at SG Cowen Securities Corporation; 8 years as Research Analyst and Associate Analyst at Alex Brown. *Affiliations include CFA Institute, CFA Society of Boston. *University of Virginia, MBA *University of Virginia, BA
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.

Fund Overview

CategoryForeign Large Blend
Fund FamilyMFS
Net Assets17.24B
YTD Return-9.51%
Morningstar Rating★★★★
Inception DateJul 30, 2002

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover22.00%
Average for CategoryN/A

Fees & Expenses

ExpenseECRIXCategory Average
Annual Report Expense Ratio (net)1.87%0.92%
Prospectus Net Expense Ratio1.87%N/A
Prospectus Gross Expense Ratio1.87%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A5.28%
Max Deferred Sales Load1.00%1.46%
3 Yr Expense Projection588N/A
5 Yr Expense Projection1,011N/A
10 Yr Expense Projection1,995N/A