fundvisualizer.com

MFS Research International IMRSIX

Performance (before sales charge)

As of 08/31/2023

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 07/31/2023
Stock
8.37%
Non-U.S. Stock
89.46%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
2.16%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 07/31/2023

Basic materials

9.19%

Consumer cyclical

11.54%

Financial services

18.56%

Real estate

1.72%

Consumer defensive

8.82%

Health care

12.41%

Utilities

3.06%

Communication services

2.75%

Energy

4.87%

Industrials

16.68%

Technology

8.22%

Top 10 holdings

As of 07/31/2023

Linde PLC
3.15%
Roche Holding AG
2.96%
LVMH Moet Hennessy Louis Vuitton SE
2.94%
Schneider Electric SE
2.86%
Nestle SA
2.83%
Novo Nordisk A/S Class B
2.46%
Hitachi Ltd
2.15%
Currency Cash CASH_USD
2.09%
Diageo PLC
1.80%
TotalEnergies SE
1.63%
Fund assets

$16.06 Billion

Share class

Inst

Morningstar category

Foreign Large Blend

Expense ratio

0.75%

Investment objective

Foreign Stock

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