MFS International Growth continues to enjoy personnel and other advantages over its rivals. The Morningstar Analyst Ratings for its three cheapest share classes are raised to Silver from Bronze—owing to changes in the competitive landscape in its Morningstar Category peer group—while its other share classes remain at Bronze.
MFS International Growth A MGRAX
NAV / 1-Day Return
36.59
/
1.05
%
Total Assets
12.2 Bil
Adj. Expense Ratio
1.080%
Expense Ratio
1.080%
Fee Level
Below Average
Longest Manager Tenure
10.60
years
Category
Foreign Large Growth
Investment Style
Large GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.81%
Turnover
12%
Morningstar’s Analysis
Will MGRAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MGRAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MGRAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MGRAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This strategy remains a good core foreign-stock vehicle for the long haul.
