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MFS Research International R2 (MRSRX)

22.26 -0.20 (-0.89%)
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. MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry, sector, country, or region.

MFS Research International R2

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

Fund Overview

Category Foreign Large Blend
Fund Family MFS
Net Assets 16.24B
YTD Return 6.78%
Yield 1.15%
Morningstar Rating
Inception Date Apr 01, 2005

Fund Operations

Last Dividend 0.26
Last Cap Gain 14.00
Holdings Turnover 17.00%
Average for Category --

Fees & Expenses

Expense MRSRX Category Average
Annual Report Expense Ratio (net) 1.29% 0.92%
Prospectus Net Expense Ratio 1.29% --
Prospectus Gross Expense Ratio 1.30% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.28%
Max Deferred Sales Load -- 1.46%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

John W. Mahoney, CFA, is an investment officer and equity portfolio manager at MFS Investment Management? (MFS?). John serves as a portfolio manager for the International Diversification and International Research strategies. He also serves as an institutional portfolio manager for the firm's International Intrinsic Value and U.S. Intrinsic Value strategies. As an institutional portfolio manager, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. John joined the firm in 2005. He served as a senior strategist--investment product specialist before becoming a portfolio manager and institutional portfolio manager in 2024. John earned a bachelor's degree from Bentley College. He is a CFA charter holder and is a member of the CFA Society Boston, Inc.

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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