MFS Instl International Equity
(MIEIX)
+0.16
+0.77%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 20.77 |
| Category | Foreign Large Growth |
| Net Assets | 5.68 Bil |
| Yield | 1.25% |
| Morningstar Risk | Average |
| Morningstar Return | Average |
- Last NAV update 5/20/2013 4:00 PM ET
| NA |
|---|
| The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for those securities. It normally invests the fund's assets primarily in foreign securities, including emerging market securities. The fund may invest a large percentage of its assets in issuers in a single country, a small number of countries, or a particular geographic region. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 33.12% | 10.97% | -9.55% | 22.55% | 7.90% |
| Value ($) | 13,312.00 | 14,772.33 | 13,361.57 | 16,374.60 | 17,668.19 |
- Year to date performance as of 5/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | MFS |
| Fund Manager | Marcus Smith |
| Tenure (Years) | 12 |
| Fund Status | Open |
| Minimum Initial Purchase | 3.00 Mil |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 0.75% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 7.23% |
| 3 Months | 5.06% |
| 1 Year | 29.22% |
| 3 Years* | 13.11% |
| 5 Years* | 2.54% |
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
| MIEIX | Foreign Large Growth | |
|---|---|---|
| 5-Yr Return | 2.54% | 0.03% |
| Sharpe Ratio | 0.55 | 0.50 |
| Net Assets | 5.68 Bil | 616.01 Mil |
| Avg Market Cap | 36.98 Bil | 25.37 Bil |
| Avg P/E | 17.52 | 14.92 |
| Portfolio Turnover | 22 | 45 |
| Symbol | Value ($) |
|---|---|
| Stocks | 99.26% |
| Cash | 0.74% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| Nestle SA | 3.68% |
| Bayer AG | 3.49% |
| HSBC Holdings PLC | 3.26% |
| Standard Chartered PLC | 2.61% |
| Honda Motor Co Ltd | 2.58% |
| Heineken N.V. | 2.38% |
| Linde AG | 2.31% |
| Compass Group PLC | 2.31% |
| Denso Corporation | 2.28% |
| Shin-Etsu Chemical Co Ltd | 2.27% |
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