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Address And Details

500 Boylston St , Boston, MA 02116
Fund Manager Victoria Higley
Manager Tenure 5 Years 9 Months

Strategy And Objective

MFS Research International Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund invests at least 65% of its total assets in common stocks and related securities of foreign companies.

Net Asset Value

as of 5:50 PM ET 01/25/2022

Performance

  • 1 Week
  • -3.09%
  • 1 Month
  • -5.26%
  • 3 Months
  • -6.79%
  • 1 Yr Return
  • +1.82%
  • 5 Yr Return
  • +42.70%

Equity Sector Breakdown

Finance 18.64%
Technology 12.63%
NonDurables 8.00%
IndustrialCyclical 7.76%
Services 6.35%
Health 6.05%
RetailTrade 5.30%
Utilities 3.37%
Energy 2.55%
ConsumerDurables 2.42%

Asset Allocation

Asset Type % Of Allocation
Stocks 98.83%
ForeignStocks 94.37%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
Other 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 1.99 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -3.95 -3.08 -5.92
Beta 0.81 0.80 0.86
R Squared 0.84 0.78 0.72
Std Deviation 15.47 13.91 13.32
Sharpe Ratio 1.08 0.80 n/a

Purchase Information

as of 5:55 PM ET 01/24/2022
Minimum Initial $250
Minimum Additional $0
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 12/31/2021 Average Annual Current Performance Quarterly As Of 12/31/2021 Avg Annual Current Performance Monthly As Of 12/31/2021 Avg Annual Current Performance Quarterly As Of 12/31/2021
1 Year
  • +10.72%
  • +10.72%
+10.72% +10.72%
3 Year
  • +16.24%
  • +16.24%
+16.24% +16.24%
10 Year
  • +7.37%
  • +7.37%
+7.37% +7.37%
Life Of Fund
  • +6.85%
  • +6.85%
+6.85% +6.85%

Top 10 Holdings

Symbol Company Name % Of Assets
ROG ROCHE HOLDING AG 3.23%
NSRGY NESTLE SA 2.98%
NOVOB:DC NOVO NORDISK A S B 2.93%
SCHN.PA SCHNEIDER ELECTRIC SA 2.66%
LIN LINDE PLC 2.36%
LVMUY LVMH 2.13%
AON AON PLC 2.05%
37246 DAIKIN INDS LTD 1.71%
HITCF HITACHI LTD 1.69%
1299.HK AIA GROUP LTD 1.60%

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