MIEIX - MFS Institutional International Equity Fund

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MFS Institutional International Equity Fund

MFS Institutional Trust

111 Huntington Avenue, 24th Floor

Boston, MA 2199

Management Information
Daniel M.G. Ling,Lead Manager since September 30, 2009
Mr. Ling, Investment Officer, has been portfolio manager of the MFS since October 2009. From 2006-2009, Mr. Ling was a global equity research analyst at MFS. Prior to joining MFS, Mr. Ling was an Investment Manager for Lion Capital Management in Singapore. Mr. Ling, who is based in Singapore, has a BA from Nanyang Technological University.
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 Assets10.29B
YTD Return15.94%
Morningstar Rating★★★★
Inception DateJan 30, 1996

Fund Operations

Last Dividend0.33
Last Cap Gain0.00
Holdings Turnover12.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMIEIXCategory Average
Annual Report Expense Ratio (net)0.70%1.11%
Prospectus Net Expense Ratio0.70%N/A
Prospectus Gross Expense Ratio0.70%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.30%
Max Deferred Sales LoadN/A1.46%
3 Yr Expense Projection224N/A
5 Yr Expense Projection390N/A
10 Yr Expense Projection871N/A