31.80 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 31.80
Category Foreign Large Value
Net Assets 371.08 Mil
Yield 1.63%
Morningstar Risk Low
Morningstar Return High
  • Last NAV update 4/17/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks capital appreciation. The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for those securities. It focuses on investing the fund's assets in the stocks of companies it believes are undervalued compared to their perceived worth (value companies).
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 8.86% -2.18% 15.49% 27.03% 0.03%
Value ($) 10,886.15 10,649.22 12,298.81 15,622.91 15,627.82
  • Year to date performance as of 4/17/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family MFS
Fund Manager Barnaby Wiener
Tenure (Years) 10
Fund Status Open
Minimum Initial Purchase 0.00
Minimum IRA Investment NA
Front Load 0.00
Expense Ratio 1.39%
PERFORMANCE
Symbol Value ($)
1 Month 1.02%
3 Months 0.70%
1 Year 16.44%
3 Years* 11.39%
5 Years* 16.23%
  • * Annualized returns
  • Performance as of 4/17/2014 12:00 AM ET
PEER COMPARISON
  MINFX Foreign Large Value
5-Yr Return 16.23% 12.96%
Sharpe Ratio 0.97 1.30
Net Assets 371.08 Mil 447.22 Mil
Avg Market Cap 23.28 Bil 35.38 Bil
Avg P/E 15.84 13.05
Portfolio Turnover 12 55
HOLDINGS
Symbol Value ($)
Stocks 94.49%
Cash 5.15%
Fixed Income 0.00%
Other 0.37%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

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