Morningstar

MFS International Equity R6 MIEIX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 37.68  /  +2.06 %
  • Total Assets 23.2 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.50%
  • Turnover 8%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MIEIX

Will MIEIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIEIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MIEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid choice.

Director Dan Culloton

Dan Culloton

Director

Summary

Strong managers, a steady process, and reliable risk-reward profile make MFS International Equity’s steady a stalwart.

by Dan Culloton
Rated on Published on

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Portfolio Holdings MIEIX

More MIEIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hitachi Ltd

2.97 681.2 Mil
Industrials

Schneider Electric SE

2.95 675.1 Mil
Industrials

Air Liquide SA

2.79 638.2 Mil
Basic Materials

SAP SE

2.63 603.3 Mil
Technology

Novo Nordisk AS Class B

2.51 574.9 Mil
Healthcare

Nestle SA

2.51 574.4 Mil
Consumer Defensive

Roche Holding AG

2.45 562.4 Mil
Healthcare

Compass Group PLC

2.27 520.6 Mil
Consumer Cyclical

Novartis AG Registered Shares

2.10 481.1 Mil
Healthcare

Capgemini SE

1.96 449.6 Mil
Technology

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