About MKVDX
The MFS International Large Cap Value Fund R1 Shares is a mutual fund focused on capital appreciation by investing primarily in large-cap, high-quality companies outside the United States. The fund employs a traditional value investing approach, targeting companies that are attractively valued relative to their intrinsic worth, with particular attention to downside risk management across diverse market environments. It leverages a long-term investment perspective and utilizes flexible valuation strategies, emphasizing cash flow and returns-based methodologies.
The portfolio is broadly diversified across sectors such as financial services, healthcare, industrials, utilities, and energy, with significant holdings in major global firms located in regions like Europe, Japan, and the United Kingdom. Notable top holdings include NatWest Group, Mitsubishi UFJ Financial Group, UBS Group, Roche Holding, and Willis Towers Watson. The fund benchmarks its performance to the MSCI EAFE Value Index, which tracks non-U.S. developed market value stocks, and maintains high active share relative to the index. With substantial assets under management, this fund plays a key role in providing institutional and retirement plan investors access to international value equities and global diversification within their portfolios.
Fund Family MFS
Category Foreign Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MKVDX
Share Class R1
Index MSCI EAFE Value NR USD
MKVDX had a total return of 25.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.52%.
