Address And Details

500 Boylston St , Boston, MA 02116
Fund Manager Camille Lee
Manager Tenure 3 Years

Strategy And Objective

The fund’s investment objective is to seek capital appreciation.The fund is designed to provide diversification within the international asset class by investing the majority of its assets in other mutual funds advised by MFS (Massachusetts Financial Services Company,the fund’s investment adviser),referred to as underlying funds. The underlying funds are selected based on underlying fund classifications,historical risk,performance,and other factors.MFS seeks to diversify the fund’s investments in terms of market capitalization (by including large,mid,and/or small cap underlying funds),by style (by including both growth and value underlying funds),and by geography (by including developed and emerging market underlying funds).MFS normally invests each underlying fund’s assets across different industries,sectors, countries,and regions,but MFS may invest a significant percentage of an underlying fund’s assets in issuers in a single industry,sector,country,or region.

Net Asset Value

as of 6:03 PM ET 09/21/2021

Performance

  • 1 Week
  • -2.27%
  • 1 Month
  • +0.56%
  • 3 Months
  • -0.32%
  • 1 Yr Return
  • +19.46%
  • 5 Yr Return
  • +53.03%

Equity Sector Breakdown

Finance 67.21%
ConsumerDurables n/a
Energy n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Other 67.21%
Stocks 32.60%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 1.33 B

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -2.81 -1.80 -4.65
Beta 0.79 0.77 0.86
R Squared 0.86 0.76 0.76
Std Deviation 15.90 13.25 13.23
Sharpe Ratio 0.72 0.87 n/a

Purchase Information

as of 5:56 PM ET 09/20/2021
Minimum Initial $0
Minimum Additional $0
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 08/31/2021 Average Annual Current Performance Quarterly As Of 06/30/2021 Avg Annual Current Performance Monthly As Of 08/31/2021 Avg Annual Current Performance Quarterly As Of 06/30/2021
1 Year
  • +21.72%
  • +30.80%
+21.72% +30.80%
3 Year
  • +11.30%
  • +11.29%
+11.30% +11.29%
10 Year
  • +8.62%
  • +7.55%
+8.62% +7.55%
Life Of Fund
  • +7.65%
  • +7.63%
+7.65% +7.63%

Top 10 Holdings

Symbol Company Name % Of Assets
MIDAX MFS INTL NEW DISCOVERY FUND 9.97%
MRIBX MFS RESEARCH INTL FUND 27.37%
MEMAX MFS EMERGING MARKETS EQUITY I 17.65%
MGRAX MFS INTERNATIONAL GROWTH FUND 14.96%
MINJX MFS INTL INTRINSIC VALUE R6 14.94%
MKVHX MFS INTL LARGE CAP VAL FD R6 14.93%

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