• MFS International Growth Fund

MFS

  • International
  • Large-Cap
  • Growth

MFS International Growth Fund

MGRRX

Summary

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on foreign securities, including emerging market securities.

The team favors companies exhibiting above average earnings growth potential.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team prefers companies with good fundamentals, superior More

Price

Last Close

$30.66 ( -0.72 )

52 Week HL

$41.51 - $30.66

Net Assets

$13600 M

Expense Ratio

0.77 %

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Mar 25, 2021

Company Name

  • Taiwan Semiconductor
  • Roche Holding
  • Nestle SA
  • LVMH Moet
  • AIA Group

Holding

Company Name

  • Tencent Holdings
  • SAP SE
  • Schneider Electric
  • Novartis AG
  • Canadian National
  • Total

Holding

  • 0%

Manager

Name

David A. Antonelli

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-16.4 %

3 Year

7.28%

5 Year

8.37%

Best

36.67%
2009

Worst

-16.39%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -6.5% 0.4% -18.9% 12.3% -1.5% 7.8% 1.3% 4.9% -1.2% 4.1% -
Q2 -6.8% 6.7% 16.7% 3.9% 3.2% 10.2% 0.3% 0.2% 4.5% -3.4% -
Q3 - 2.5% 8.7% -1.8% 3% 4.6% 6.2% -8.7% -6.8% 7.9% -
Q4 - -1.9% 11.1% 7.2% -12.4% 5.5% -5.8% 3.6% -2.4% 3% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -3.3% -5% 1.8% -6.6% -4.3% - - - - - - -
2021 -1.6% 0.2% 1.9% 3.4% 3.6% -0.3% 0.2% 0.9% 1.3% -1.8% -3.3% -3.1%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
MGRRX -16%1%14%24%-10%31%2%-1%-13%19%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -16%-28%-1%-4%-4%12%-7%-0%--16%19%

MGRRX S&P 500

Chart +