About MRSGX
MFS Research International Fund R1 is a mutual fund focused on international equities, aiming to achieve capital appreciation. Managed using an analyst-driven, core investment approach, this fund broadly diversifies its holdings across regions, industries, styles, and market capitalizations outside the United States. Rather than allocating by country, the fund emphasizes company-specific research to identify investment opportunities, blending both growth and value stocks across a variety of sectors. The portfolio typically includes leading companies from sectors such as industrials, healthcare, consumer cyclicals, financial services, and energy, with top holdings often reflecting major multinational firms. Benchmarked against the MSCI EAFE Index, the fund serves investors seeking exposure to developed international markets, providing diversification beyond U.S. equities. Class R1 shares are primarily designed for select retirement plans and institutional accounts, offering access to the fund’s disciplined, research-based investment process within an international context.
Fund Family MFS
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MRSGX
Share Class R1
Index MSCI EAFE NR USD
MRSGX had a total return of 13.79% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.88%.
