MFS Blended Research Intl Eq A (BRXAX)
12.15
+0.10 (+0.83%)
USD |
Feb 01 2023
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 0.89% | 576.56M | 1.57% | 52.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| 166.99M | -3.86% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS primarily invests in securities of companies with large capitalizations. MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry, sector, country, or region. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | BRXVX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Category Name | Foreign Large Blend |
| Category Index | MSCI ACWI Ex USA NR USD |
| Global Category Name | Global Equity Large Cap |
| YCharts Categorization | Global Equity Large Cap |
| YCharts Benchmark | MSCI ACWI Ex USA Total Return (^MSACXUSTR) |
| Prospectus Objective | Foreign Stock |
| Fund Owner Firm Name | MFS |
| Prospectus Benchmark Index | |
| MSCI ACWI Ex USA NR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSACXUSNTR | 100.0% |
| Manager Tenure | |
| James Fallon | 7.30 yrs |
| John (Jed) Stocks | 7.30 yrs |
| Jonathan Sage | 7.30 yrs |
| Matthew Krummell | 7.30 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category Low
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Category High
1 Year
% Rank:
16
166.99M
-5.156B
Category Low
11.18B
Category High
3 Months
% Rank:
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Category High
3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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Category Low
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10 Years
% Rank:
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As of December 31, 2022
Performance Versus Category
As of February 01, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of February 01, 2023.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
|
Roche Holding AG
|
2.16% | -- | -- |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | 2.06% | 96.84 | 2.22% |
|
LVMH Moet Hennessy Louis Vuitton SE
|
1.90% | -- | -- |
|
Sanofi SA
|
1.82% | -- | -- |
| UBS Group AG | 1.63% | 21.81 | 0.51% |
|
Glencore PLC
|
1.62% | -- | -- |
|
BNP Paribas Act. Cat.A
|
1.58% | -- | -- |
|
DBS Group Holdings Ltd
|
1.51% | -- | -- |
|
NatWest Group PLC
|
1.43% | -- | -- |
| Compagnie Financiere Richemont SA | 1.43% | 153.25 | -0.33% |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS primarily invests in securities of companies with large capitalizations. MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry, sector, country, or region. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | BRXVX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Category Name | Foreign Large Blend |
| Category Index | MSCI ACWI Ex USA NR USD |
| Global Category Name | Global Equity Large Cap |
| YCharts Categorization | Global Equity Large Cap |
| YCharts Benchmark | MSCI ACWI Ex USA Total Return (^MSACXUSTR) |
| Prospectus Objective | Foreign Stock |
| Fund Owner Firm Name | MFS |
| Prospectus Benchmark Index | |
| MSCI ACWI Ex USA NR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSACXUSNTR | 100.0% |
| Manager Tenure | |
| James Fallon | 7.30 yrs |
| John (Jed) Stocks | 7.30 yrs |
| Jonathan Sage | 7.30 yrs |
| Matthew Krummell | 7.30 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (2-1-23) | 1.57% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 10.05 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of December 31, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 9/15/2015 |
| Last Annual Report Date | 8/31/2022 |
| Last Prospectus Date | 12/29/2022 |
| Share Classes | |
| BRXBX | B |
| BRXCX | C |
| BRXIX | Inst |
| BRXRX | Retirement |
| BRXSX | Retirement |
| BRXTX | Retirement |
| BRXUX | Retirement |
| BRXVX | Retirement |
| Attributes | |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |