About MKVBX
MFS International Large Cap Value Fund Class A is an actively managed mutual fund that seeks capital appreciation by investing primarily in large-cap companies based outside the United States. The fund targets high-quality, attractively valued businesses, with a significant emphasis on downside risk management and a long-term investment horizon. At least 80% of its net assets are allocated to equity securities of foreign issuers, including those from emerging markets, focusing on firms the management team identifies as undervalued relative to their intrinsic worth. The portfolio is diversified across sectors such as financial services, healthcare, energy, and industrials, with major holdings including prominent global names like NatWest Group PLC, Mitsubishi UFJ Financial Group, and Roche Holding AG. Benchmarking its performance against the MSCI EAFE Value Index, the fund serves investors seeking international exposure and value opportunities within the large-cap segment. Since its inception in 2020, it has grown substantially in assets under management, underscoring its role as a vehicle for diversification in global equity portfolios.
Fund Family MFS
Category Foreign Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MKVBX
Share Class A
Index MSCI EAFE Value NR USD
MKVBX had a total return of 21.48% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.19%.
