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Fund Research for MFS International Growth I (MQGIX)

  • Fund Overview

    Fund Inception Date: Jan 02, 1997
    Category: Foreign Large Growth
    Overall Risk: Below Average
    Fund Family: MFS
    Return Since Inception: 5.45%
    YTD Return: -0.65%
    Yield (TTM): 1.04%
    Net Assets: 910.08 M
    Morningstar Rating:
    5 of 5

    The investment seeks capital appreciation. The fund normally invests assets primarily in foreign equity securities, including emerging-market equity securities. It may invest a relatively high percentage of assets in a single country or a small number of countries, or a particular geographic region. The fund focuses on investing assets in the stocks of companies it believes to have above-average earnings growth potential compared to other companies.

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    Size
    Average Market Cap $21,448 M
    Market Capitalization Portfolio
    Giant 42.05%
    Large 40.14%
    Medium 16.41%
    Small 1.40%
    Micro 0.00%
    Morningstar Rating as of 02/28/2010
    YTD Returns as of 03/09/2010    		 Style Box Detail calculations do not include the fund's short positions (if any)

  • Fund Performance

    10 year Growth Chart
    Growth of $10,000 from 12/31/1999 to 02/28/2010
    Mouseover the chart to see values for each month.

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    Total Annualized Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Fund -0.65% 75.14% -1.69% 6.02% 3.83% 5.45%
    +/- Category -0.68% -0.05% 3.44% 2.49% 4.68% —
    +/- MSCI EAFE NR USD — — — — 1.04% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 02/28/2010) -4.41% 59.61% -3.01% 5.42% 3.83% 5.45%
    Quarter (as of 12/31/2009) 38.07% 38.07% -1.19% 6.84% 4.32% 5.88%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 03/09/2010
    Index YTD,1yr, 3ys and 5yr Returns as of 03/09/2010 10 yr and Since Inception Returns as of 02/28/2010
    Inception Date: 01/02/1997
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    Information 17.15%
    Service 39.07%
    Manufacturing 40.83%

    Asset Allocation

    Short Long Net Assets
    Cash — 2.60% 2.60%
    Stocks — 97.40% 97.40%
    Bonds — 0.00% 0.00%
    Other — 0.00% 0.00%
    Foreign Stocks
    (as a % of assets)    		 — 95.49% 95.49%
    Data as of 01/31/2010 Data as of 01/31/2010 View Fund Portfolio

    Top 10 Holdings

    Sector Country Net Assets
    + Nestle SA (NESN) Consumer Goods CHE 3.44%
    + BHP BILLITON ORD $0.50 (BLT) Industrial Materials GBR 2.81%
    + LVMH Moet Hennessy Louis Vuitton (MC) Consumer Goods FRA 2.65%
    + Cash Cash — — 2.60%
    + Roche Holding AG (RHHVF) Healthcare CHE 2.29%
    + Reckitt Benck Grp Consumer Goods GBR 1.99%
    + ACCENTURE PLC IRELAND (ACN) Business Services USA 1.91%
    + Nokia Corporation (NOK1V) Telecom FIN 1.84%
    + Synthes Inc. (SYST) Healthcare CHE 1.83%
    + Inpex Holdings Inc. (1605) Industrial Materials JPN 1.73%
    + Increase - Decrease = No change * New since last portfolio
    Top 10 holdings account for the fund's short positions (if any). Net short positions appear shaded.
    Data as of 01/31/2010
    View Fund Portfolio

  • Sales Information

    Sales Charge %

    Initial —
    Deferred —
    Taken from prospectus dated 10/01/2009
    Expense Ratio (based on net assets) 1.21%
    Taken from annual report dated 05/31/2009

  • Fund Management