22.57 Down -0.06 -0.27%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 22.63
Category Foreign Large Growth
Net Assets 7.24 Bil
Yield 1.36%
Morningstar Risk Average
Morningstar Return Above Average
  • Last NAV update 8/20/2014 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 $10,000
  2010 2011 2012 2013 2014
Return 10.97% -9.55% 22.55% 18.56% 0.62%
Value ($) 11,096.56 10,036.48 12,299.39 14,582.51 14,673.53
  • Year to date performance as of 8/20/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family MFS
Fund Manager Marcus Smith
Tenure (Years) 14
Fund Status Open
Minimum Initial Purchase 3.00 Mil
Minimum IRA Investment NA
Front Load 0.00
Expense Ratio 0.74%
PERFORMANCE
Symbol Value ($)
1 Month -1.44%
3 Months -0.83%
1 Year 9.88%
3 Years* 13.86%
5 Years* 10.83%
  • * Annualized returns
  • Performance as of 8/20/2014 12:00 AM ET
PEER COMPARISON
  MIEIX Foreign Large Growth
5-Yr Return 10.83% 9.60%
Sharpe Ratio 0.53 0.97
Net Assets 7.24 Bil 648.10 Mil
Avg Market Cap 42.12 Bil 31.18 Bil
Avg P/E 16.55 18.09
Portfolio Turnover 18 65
HOLDINGS
Symbol Value ($)
Stocks 99.46%
Cash 0.54%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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