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MFS International Growth R2 (MGRQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.46-0.35 (-0.88%)
At close: 08:00PM EDT

MFS International Growth R2

BOSTON MA 02199

111 HUNTINGTON AVENUE 24TH FLOOR

MFS SERIES TRUST X

18006372929
Management information
Kevin M. Dwan,Lead manager since 1 January 2012
Kevin M. Dwan − Investment Officer − Director of Asian Equity Research − Global Equity Research Analyst − Joined MFS in 2005; named Director of Asian Equity Research in 2007 − Previous experience includes: nine years for Putnam Investments in various roles in Boston, London, and Tokyo including Equity Analyst and a Sector Sleeve Portfolio Manager for International Core Equity − Affiliation(s): President of Sabrina's Foundation − Harvard University, MBA − Harvard College, AB
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Large Growth
Fund familyMFS
Net assets16.47B
YTD return6.06%
Yield0.88%
Morningstar rating★★★★
Inception date1 Jan 1997

Fund operations

Last dividend0.34
Last cap gain20.00
Holdings turnover17.00%
Average for categoryN/A

Fees and expenses

ExpenseMGRQXCategory average
Annual report expense ratio (net)1.33%1.05%
Prospectus net expense ratio1.33%N/A
Prospectus gross expense ratio1.34%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.20%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A