MGRQX - MFS International Growth Fund Class R2

Nasdaq - Nasdaq Delayed Price. Currency in USD

MFS International Growth Fund Class R2

MFS SERIES TRUST X

111 HUNTINGTON AVENUE 24TH FLOOR

BOSTON MA 02199

800-225-2606
Management Information
David Antonelli,Lead Manager since January 12, 2010
Mr. Antonelli is senior vice president and director of international equity reserach of MFS Investment Management. He joined the firm in 1991 as a research analyst following foreign stocks, with a concentration in continental Europe. He was named assistant vice president in 1994, vice president in 1995, portfolio manager in 1997, and director of international equity research and senior vice president in 1999.
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 Growth
Fund FamilyMFS
Net Assets9.16B
YTD Return15.50%
Yield0.60%
Morningstar Rating★★★★
Inception DateSep 30, 2008

Fund Operations

Last Dividend0.19
Last Cap Gain0.00
Holdings Turnover17.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMGRQXCategory Average
Annual Report Expense Ratio (net)1.40%1.11%
Prospectus Net Expense Ratio1.40%N/A
Prospectus Gross Expense Ratio1.40%N/A
Max 12b1 Fee0.50%N/A
Max Front End Sales LoadN/A5.30%
Max Deferred Sales LoadN/A1.46%
3 Yr Expense Projection443N/A
5 Yr Expense Projection766N/A
10 Yr Expense Projection1,680N/A