MINGX - MFS International Intrinsic Value Fund Class R3

Nasdaq - Nasdaq Delayed Price. Currency in USD

MFS International Intrinsic Value Fund Class R3

BOSTON MA 02199

111 HUNTINGTON AVENUE 24TH FLOOR

MFS SERIES TRUST X

18006372929
Management information
,Lead manager since 31 January 2020
Philip Evans - Investment Officer - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., As an Equity Research Analyst, responsible for identifying the most attractive investment opportunities in assigned universe. Works closely with portfolio managers to ensure ideas are properly positioned within portfolios. - Joined MFS in 2011 - Previous experience includes 3 years as Equity Analyst at Baillie Gifford & Co. - University of St. Andrews, Master of Arts, First Class
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 assets22.02B
YTD return9.95%
Yield0.69%
Morningstar rating★★★★
Inception date1 Jan 1997

Fund operations

Last dividend0.31
Last cap gain34.00
Holdings turnover10.00%
Average for categoryN/A

Fees and expenses

ExpenseMINGXCategory average
Annual report expense ratio (net)0.72%1.05%
Prospectus net expense ratio0.72%N/A
Prospectus gross expense ratio0.73%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