Mutual Fund Insights: MFS International Value R1 Fund (MINRX)

In-depth Analysis of MFS International Value R1 Fund (MINRX)

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See MFS International Value R1 Fund (MINRX) performance details as of February 28, 2010

  

Last Trade: $21.64 on 3/19/2010, Change: -0.10 (-0.46%)

  

Fund Manager - Benjamin Stone

Fund Manager Tenure: 1.3 years   [Similar Funds: MINFX  MINGX  MINHX  MINIX  MINWX ]
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 R1 Fund (MINRX)

Data for MFS International Value R1 Fund (MINRX) as of February 28, 2010

• MFS International Value R1 Fund (MINRX) has good Long-term performance (5-year return 3.55% vs 1.39 % Foreign Large Value category average)
• MFS International Value R1 Fund (MINRX) ratio of up-years vs down years is greater than 2
• MFS International Value R1 Fund (MINRX) has a Morningstar rating of 4 and above
• MFS International Value R1 Fund (MINRX) has an annual stock turnover rate of 52.00% vs Foreign Large Value average of 61.68%. It is good that MFS International Value R1 management does not trade extensively for its return.
• MFS International Value R1 Fund (MINRX) 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 R1 Fund (MINRX)

Data for MFS International Value R1 Fund (MINRX) as of February 28, 2010

• MFS International Value R1 Fund (MINRX) management has been with MFS International Value R1 Fund for only 1.3 years, it is hard to judge manager's ability based on this fund's operation record
• MFS International Value R1 Fund (MINRX) has a less-than-ideal short-term performance (1-year return 52.62% vs 54.53 % Foreign Large Value category average)
• MFS International Value R1 Fund (MINRX) has a less-than-ideal mid-term performance (3-year return -4.79% vs -8.42 % Foreign Large Value category average)
• MFS International Value R1 Fund (MINRX) has a higher management fee of 2.21% than its Foreign Large Value average of 1.43%
• Even though MFS International Value R1 Fund carries no load, it does have a 1.00% of 12b1 promotion, distributions, marketing expenses

See MFS International Value R1 Fund (MINRX) performance details as of February 28, 2010

  

  

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MFS International Value R1 Fund (MINRX) Net Asset

Track net asset change of MFS International Value R1 fund (MINRX)

Date	Net Asset
02/2010	$2.41B
01/2010	$110.00K
11/2009	$110.00K

More historic net asset information on MFS International Value R1 Fund (MINRX)

  

MFS International Value R1 Fund (MINRX) Portfolio Allocation

Track portfolio allocation change of MFS International Value R1 fund (MINRX)

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 R1 Fund (MINRX)

  

Most Recent Top 10 Holdings in MFS International Value R1 Fund (MINRX)

Discover what MFS International Value R1 Fund (MINRX) 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 R1 Fund (MINRX)

  

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Latest News on MFS International Value R1 (MINRX)

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See more information on MFS International Value R1 Fund (MINRX)

• MFS International Value R1 Fund Insights
• MFS International Value R1 Fund Performance Data
• MFS International Value R1 Fund News
• MFS International Value R1 Fund Score Explaination
• MFS International Value R1 Fund Manager Information
• Historic MFS International Value R1 Fund Asset Allocation Report
• Historic MFS International Value R1 Fund Top 10 Holding Tracking
• Historic MFS International Value R1 Fund Asset Under Management Tracking