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Great-West MFS International Value Init (MXIVX) Fund Ranking and Research

Ranking, Research and Recommendation of Great-West MFS International Value Init (MXIVX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Great-West MFS International Value Init Fund (MXIVX) ManagerFund Manager - Benjamin Stone

Fund Manager Information

Fund Manager Tenure: 8.2 years
Fund Family: Great-West Funds
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.88)     (What does this score mean?)
Stone is an investment Officer of MFS. He has been employed in the investment management area of MFS since 2005; Stone was a research analyst at Schroders Investment Management from 1997 to 2005.  Get more insights on Benjamin Stone

 

Graph of Great-West MFS International Value Init Fund (MXIVX) ProfileGreat-West MFS International Value Init Fund (MXIVX) Profile

Fund Profile and Description

Great-West MFS International Value Init Fund seeks long-term capital growth. Great-West MFS International Value Init Fund invests at least 80% of net assets in equity securities.invest primarily in companies located outside the U.S., including those in emerging markets. The Sub-Adviser may invest a relatively large percentage of the Portfolio’s assets in securities of issuers in a single country, a small number of countries, or a particular geographic region. The Sub-Adviser may invest the Portfolio’s assets in companies of any size including those in emerging markets.

 

Great-West MFS International Value Init (MXIVX) Fund Strength What we like about Great-West MFS International Value Init (MXIVX) Fund

Data for Great-West MFS International Value Init Fund (MXIVX) as of May 30, 2016

  • Great-West MFS International Value Init Fund (MXIVX) management has been with Great-West MFS International Value Init Fund for 8.2 years
  • Great-West MFS International Value Init Fund (MXIVX) has good short-term performance (1-year return 1.36% vs -10.09% Foreign Large Blend category median performance)
  • Great-West MFS International Value Init Fund (MXIVX) has good mid-term performance (3-year return 8.63% vs 1.82% Foreign Large Blend category median performance)
  • Great-West MFS International Value Init Fund (MXIVX) has good Long-term performance (5-year return 8.72% vs 1.53% Foreign Large Blend category median performance)
  • Great-West MFS International Value Init Fund (MXIVX) ratio of up-years vs down years is greater than 2
  • Great-West MFS International Value Init Fund (MXIVX) has a Morningstar rating of 4 and above
  • Asset base in Great-West MFS International Value Init Fund (MXIVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Great-West MFS International Value Init Fund (MXIVX) has an annual stock turnover rate of 29.00% vs Foreign Large Blend average of 44.90%. It is good that Great-West MFS International Value Init management does not trade extensively for its return.
  • Great-West MFS International Value Init Fund (MXIVX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.46, lower than category average of 12.81
  • Great-West MFS International Value Init Fund (MXIVX) has a lower expense ratio than its Foreign Large Blend average: 1.10% vs 1.14%
  • Great-West MFS International Value Init Fund (MXIVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Great-West MFS International Value Init Fund (MXIVX) Weakness What we are cautious about Great-West MFS International Value Init (MXIVX) Fund

Data for Great-West MFS International Value Init Fund (MXIVX) as of May 30, 2016

See Great-West MFS International Value Init Fund (MXIVX) performance details as of May 30, 2016

 

What do you think?

 

Compare Great-West MFS International Value Init Fund (MXIVX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Great-West MFS International Value Init3.981.368.638.72
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare Great-West MFS International Value Init Fund (MXIVX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of Great-West MFS International Value Init Fund (MXIVX) Net Asset TrackingGreat-West MFS International Value Init (MXIVX) Fund Net Asset

Track net asset change of Great-West MFS International Value Init fund (MXIVX)

DateNet Asset
05/2016$920.86M
03/2016$900.74M
02/2016$830.12M
More historic net asset information on Great-West MFS International Value Init Fund (MXIVX)

  

Graph of Great-West MFS International Value Init Fund (MXIVX) Portfolio TrackingGreat-West MFS International Value Init (MXIVX) Fund Portfolio Allocation

Track portfolio allocation change of Great-West MFS International Value Init fund (MXIVX)

DateCashStockBondOther
12/20152.39%96.3%0%1.31%
09/20151.43%95.02%0%3.55%
06/20154%94.44%0%1.56%
Click here to see more historic asset allocation information on Great-West MFS International Value Init Fund (MXIVX)

 

graph of Great-West MFS International Value Init Fund (MXIVX) Top 10 Position TrackingTop 10 Holdings in Great-West MFS International Value Init (MXIVX) Fund

Discover what Great-West MFS International Value Init Fund (MXIVX) manager is buying

Dec 30, 2015
NESTLE SA CHAM ET VE [4.41%]
Danone SA [3.74%]
Reckitt Benckiser Group PLC [3.44%]
Colgate-Palmolive Company Commo [3.27%]
KDDI CORP [2.89%]
Brambles Ltd [2.86%]
KAO CORP -NEW [2.46%]
Compass Group PLC [2.44%]
Henkel AG & Co. KGaA [2.31%]
JAPAN TOBACCO [2.13%]

Sep 29, 2015
NESTLE SA CHAM ET VE [4.56%]
Danone [3.83%]
Reckitt Benckiser Group PLC [3.71%]
Colgate-Palmolive Company Commo [3.42%]
KDDI CORP [2.89%]
KAO CORP -NEW [2.64%]
Brambles Ltd [2.43%]
Henkel AG & Co. KGaA [2.34%]
NOMURA RESEARCH INST [2.22%]
Analog Devices, Inc. [2.14%]

Jun 29, 2015
NESTLE SA CHAM ET VE [4.08%]
Danone [3.67%]
Reckitt Benckiser Group PLC [3.29%]
Colgate-Palmolive Company Commo [3.28%]
KDDI CORP [3.1%]
KAO CORP -NEW [2.73%]
Brambles Ltd [2.47%]
Henkel AG & Co. KGaA [2.38%]
Bayer AG [2.19%]
JAPAN TOBACCO [2.11%]
Click here for Stock Holding Change Map in Great-West MFS International Value Init Fund (MXIVX)

  

Latest News on Great-West MFS International Value Init (MXIVX) Fund

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Great-West MFS International Value Init Fund (MXIVX) Related ResourcesSee more information on Great-West MFS International Value Init (MXIVX) Fund

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