22.49 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 22.49
Category Foreign Large Growth
Net Assets 6.91 Bil
Yield 1.38%
Morningstar Risk Average
Morningstar Return Above Average
  • Last NAV update 4/23/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. It normally invests the fund's assets primarily in foreign securities, including emerging market securities. The fund may invest a large percentage of its assets in issuers in a single country, a small number of countries, or a particular geographic region.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 10.97% -9.55% 22.55% 18.56% 0.27%
Value ($) 11,096.56 10,036.48 12,299.39 14,582.51 14,621.52
  • Year to date performance as of 4/23/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family MFS
Fund Manager Marcus Smith
Tenure (Years) 13
Fund Status Open
Minimum Initial Purchase 3.00 Mil
Minimum IRA Investment NA
Front Load 0.00
Expense Ratio 0.74%
PERFORMANCE
Symbol Value ($)
1 Month 4.41%
3 Months 0.99%
1 Year 15.64%
3 Years* 6.83%
5 Years* 16.22%
  • * Annualized returns
  • Performance as of 4/23/2014 12:00 AM ET
PEER COMPARISON
  MIEIX Foreign Large Growth
5-Yr Return 16.22% 14.45%
Sharpe Ratio 0.54 1.02
Net Assets 6.91 Bil 648.10 Mil
Avg Market Cap 41.51 Bil 31.80 Bil
Avg P/E 15.93 16.53
Portfolio Turnover 18 60
HOLDINGS
Symbol Value ($)
Stocks 98.98%
Cash 1.02%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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