MINFX - MFS International Intrinsic Value Fund Class R2

Nasdaq - Nasdaq Delayed Price. Currency in USD

MFS International Intrinsic Value Fund Class R2




Management Information
Pablo de la Mata,Lead Manager since September 29, 2014
M. Stone est agent de placement à MFS. Il y est employé dans le domaine de la gestion des placements depuis 2005. M. Stone a été analyste de recherche à Schroders Investment Management de 1997 à 2005.
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 Assets28.06B
YTD Return15.13%
Morningstar Rating★★★★★
Inception DateSep 30, 2008

Fund Operations

Last Dividend0.41
Last Cap Gain0.00
Holdings Turnover6.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMINFXCategory Average
Annual Report Expense Ratio (net)1.23%1.11%
Prospectus Net Expense Ratio1.23%N/A
Prospectus Gross Expense Ratio1.23%N/A
Max 12b1 Fee0.50%N/A
Max Front End Sales LoadN/A5.30%
Max Deferred Sales LoadN/A1.46%
3 Yr Expense Projection390N/A
5 Yr Expense Projection676N/A
10 Yr Expense Projection1,489N/A