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MFS International New Discovery R3 (MIDHX)

30.84 -0.11 (-0.36%)
At close: November 15 at 8:00 PM EST

Fund Summary

The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The fund may invest a significant percentage of the fund's assets in issuers in a single industry, sector, country, or region.

MFS International New Discovery R3

Boston, MA 2199
111 Huntington Avenue 24th Floor
1-800-637-2929

Fund Overview

Category Foreign Small/Mid Growth
Fund Family MFS
Net Assets 6.16B
YTD Return 5.25%
Yield 1.54%
Morningstar Rating
Inception Date Jun 01, 2012

Fund Operations

Last Dividend 0.50
Last Cap Gain 8.00
Holdings Turnover 9.00%
Average for Category --

Fees & Expenses

Expense MIDHX Category Average
Annual Report Expense Ratio (net) 1.31% 1.30%
Prospectus Net Expense Ratio 1.31% --
Prospectus Gross Expense Ratio 1.32% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.37%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Peter F. Fruzzetti, Lead Manager since December 31, 2004
Peter Fruzzetti is an investment officer of MFS Investment Management? (MFS?) and a portfolio manager of the firm's international small-cap portfolios. Peter joined MFS in 2000 as an equity research analyst. He was named portfolio manager in 2004. Prior to joining MFS he was an equity analyst with Fidelity Investments from 1993 to 1999. He is a graduate of Boston College.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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