• MFS Institutional International Equity Fund

MFS
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MFS Institutional International Equity Fund

MIEIX

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.

The strategy employs a growth-at-a-reasonable price style with a quality bias.

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

The team favors companies exhibiting above average earnings growth potential, or that are estimated to trade below their fair values, or in a combination of growth and value companies.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team prefers high quality, attractively valued companies.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

Also, the fund invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.

The fund seeks to outperform the benchmark index over full market cycles.

Strategy Process Research Risk Philosophy

Price

Last Close

$34.9 ( +0.28 )

52 Week HL

$34.9 - $25.47

Net Assets

$12000 M

Expense Ratio

0.70 %

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Mar 25, 2021

Company Name

  • Schneider Electric
  • Nestle SA
  • AIA Group
  • Roche Holding
  • Air Liquide

Holding

Company Name

  • LVMH Moet
  • SAP SE
  • Daikin Industries
  • Taiwan Semiconductor
  • Canadian National
  • Total

Holding

  • 0%

Manager

Name

Filipe Benzinho

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Prospectus

Summary

Fact Sheet

Q2 2021

Annual Reports

Website

Link

Performance

YTD

13.6 %

3 Year

55.43%

5 Year

72.82%

Best

33.08%
2009

Worst

-35.02%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.1% -19.9% 11.3% -1.4% 8.2% -2.3% 6.1% -1% 3.1% 14.3% -
Q2 6.9% 14.7% 5.9% 1.3% 9% -1.3% 1% 4.1% -1.1% -8% -
Q3 5.1% 6.1% -1.3% 2.8% 4.4% 6.2% -9.3% -4.6% 9.2% 5.8% -
Q4 - 12.8% 5.7% -11.5% 3.9% -2% 2.9% -2.6% 5.5% 7.4% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -2.3% 0.8% 2.7% 3.6% 4.6% -1.3% 1.6% 2.1% 1.4% - - -
2020 -1.8% -6.8% -12.5% 5.8% 4.7% 3.5% 3.8% 4.1% -1.8% -5.3% 14.4% 4.1%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    0%16%29%-6%19%8%-1%14%29%13%0%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
MIEIX 14%10%24%-11%28%0%--19%23%-10%
S&P 500 -16%29%-6%19%8%-1%14%29%13%-
Alpha 14%-6%-4%-4%9%-8%---11%10%-10%

MIEIX S&P 500

Chart +