Mutual Fund Insights: MFS International Value B Fund (MGIBX)

In-depth Analysis of MFS International Value B Fund (MGIBX)

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See MFS International Value B Fund (MGIBX) performance details as of February 28, 2010

  

Last Trade: $21.96 on 3/19/2010, Change: -0.11 (-0.5%)

  

Fund Manager - Benjamin Stone

Fund Manager Tenure: 1.3 years   [Similar Funds: MGIAX  MGICX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Benjamin Stone is an investment Officer of MFS. Benjamin Stone has been employed in the investment management area of MFS since 2005; Benjamin Stone was a research analyst at Schroders Investment Management from 1997 to 2005.  Get more insights on Benjamin Stone

  

 What we like about MFS International Value B Fund (MGIBX)

Data for MFS International Value B Fund (MGIBX) as of February 28, 2010

• MFS International Value B Fund (MGIBX) has good Long-term performance (5-year return 3.62% vs 1.39 % Foreign Large Value category average)
• MFS International Value B Fund (MGIBX) ratio of up-years vs down years is greater than 2
• MFS International Value B Fund (MGIBX) has a Morningstar rating of 4 and above
• MFS International Value B Fund (MGIBX) has an annual stock turnover rate of 52.00% vs Foreign Large Value average of 61.68%. It is good that MFS International Value B management does not trade extensively for its return.
• MFS International Value B Fund (MGIBX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.24, lower than category average of 24.9

  

 What we are cautious about MFS International Value B Fund (MGIBX)

Data for MFS International Value B Fund (MGIBX) as of February 28, 2010

• MFS International Value B Fund (MGIBX) management has been with MFS International Value B Fund for only 1.3 years, it is hard to judge manager's ability based on this fund's operation record
• MFS International Value B Fund (MGIBX) has a less-than-ideal short-term performance (1-year return 52.58% vs 54.53 % Foreign Large Value category average)
• MFS International Value B Fund (MGIBX) has a less-than-ideal mid-term performance (3-year return -4.75% vs -8.42 % Foreign Large Value category average)
• MFS International Value B Fund (MGIBX) has a higher management fee of 2.16% than its Foreign Large Value average of 1.43%
• MFS International Value B Fund (MGIBX) carries a 4% load

See MFS International Value B Fund (MGIBX) performance details as of February 28, 2010

  

  

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MFS International Value B Fund (MGIBX) Net Asset

Track net asset change of MFS International Value B fund (MGIBX)

Date	Net Asset
02/2010	$2.41B
01/2010	$24.37M
11/2009	$25.44M

More historic net asset information on MFS International Value B Fund (MGIBX)

  

MFS International Value B Fund (MGIBX) Portfolio Allocation

Track portfolio allocation change of MFS International Value B fund (MGIBX)

Date	Cash	Stock	Bond	Other
01/2010	4.84%	95.16%	0%	0%
10/2009	3.05%	96.95%	0%	0%
09/2009	4.19%	95.81%	0%	0%

Click here to see more historic asset allocation information on MFS International Value B Fund (MGIBX)

  

Most Recent Top 10 Holdings in MFS International Value B Fund (MGIBX)

Discover what MFS International Value B Fund (MGIBX) manager is buying

31-Jan-10 NESTLE N ORD [3.6%] Banco Santander - Chile ADS [3.48%] [3.25%] [3.12%] [2.69%] [2.66%] Heico Corporation Common Stock [2.65%] TOTAL SA [2.41%] ROYAL DUTCH SHELL PLC-A SHS [2.23%] BRITISH AMERICAN TOBACCO PLC [2.17%]

31-Oct-09 NESTLE N ORD [3.62%] BANCO SANTANDER CHI [3.53%] Vodafone Group PLC [3.36%] GlaxoSmithKline PLC [2.87%] Roche Holding AG [2.83%] Kao Corporation [2.65%] TOTAL SA [2.53%] KONINKLIJKE KPN NV [2.37%] Heineken N.V. [2.3%] KDDI Corp. [2.3%]

30-Sep-09 BANCO SANTANDER CHI [3.26%] Vodafone Group PLC [3.01%] NESTLE N ORD [2.87%] Heineken N.V. [2.86%] Kao Corporation [2.85%] Roche Holding AG [2.57%] TOTAL SA [2.47%] KDDI Corp. [2.38%] GlaxoSmithKline PLC [2.3%] HSBC HOLDINGS PLC [2.17%]

Click here for Stock Holding Change Map in MFS International Value B Fund (MGIBX)

  

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Latest News on MFS International Value B (MGIBX)

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See more information on MFS International Value B Fund (MGIBX)

• MFS International Value B Fund Insights
• MFS International Value B Fund Performance Data
• MFS International Value B Fund News
• MFS International Value B Fund Score Explaination
• MFS International Value B Fund Manager Information
• Historic MFS International Value B Fund Asset Allocation Report
• Historic MFS International Value B Fund Top 10 Holding Tracking
• Historic MFS International Value B Fund Asset Under Management Tracking