- MFS International Growth Fund
MFS
- International
- Large-Cap
- Growth
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
$35.72 ( +0.18 )
52 Week HL
$47.59 - $35.34
Net Assets
$13600 M
Expense Ratio
0.77 %
Sector Allocation
Feb 28, 2021Top 10 Holdings
Mar 25, 2021Company 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
Performance
YTD
-17.2 %
3 Year
-2.8%
5 Year
26.3%
Best
32.47%
2017
Worst
-17.18%
2022
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -6.5% | 0.7% | -18.7% | 12.6% | -1.2% | 8.1% | 1.6% | 5.1% | -0.9% | 4.3% | - |
| Q2 | -13.4% | 7% | 17% | 4.1% | 3.5% | 10.4% | 0.5% | 0.4% | 4.8% | -3.2% | - |
| Q3 | - | 2.7% | 9% | -1.6% | 3.2% | 4.9% | 6.5% | -8.4% | -6.5% | 8.2% | - |
| Q4 | - | -1.6% | 10.7% | 7.4% | -12.2% | 5.7% | -5.6% | 3.8% | -2.1% | 3.2% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -7% | -1.2% | 1.7% | -7% | -4.8% | - | - | - | - | - | - | - |
| 2021 | -1.5% | 0.2% | 2% | 3.5% | 3.7% | -0.2% | 0.3% | 1% | 1.3% | -1.6% | -2.1% | -4% |
+
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MGRVX | -17% | 2% | 15% | 25% | -9% | 33% | 3% | 0% | -5% | 14% | 20% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -17% | -26% | -1% | -3% | -3% | 14% | -6% | 1% | -19% | -15% | 20% |