MFS Research International 529A (EARSX)
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MFS Research International 529A
Boston, MA 2199
111 Huntington Avenue, 24th Floor
MFS Series Trust I
1-800-637-2929
Management information
Camille Humphries Lee,Lead manager since 31 August 2018
Camille Humphries Lee is Institutional Equity Portfolio Manager
, as an Institutional Portfolio Manager, participates in the research process and strategy discussions, assesses portfolio risk, customizing portfolios to client objectives and guidelines, and management daily cash flows, communication of investment policy, strategy, and positioning. He Joined MFS in 2000. His previous experience includes 3 years as Research Analyst at SG Cowen Securities Corporation and 8 years as Research Analyst and Associate Analyst at Alex Brown. His Affiliations include CFA Institute, CFA Society of Boston.
He got MBA from University of Virginia, and BA from University of Virginia.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Large Blend
Fund familyMFS
Net assets14.75B
YTD return-16.68%
Yield1.28%
Morningstar rating★★★★
Inception date1 Jan 1998
Fund operations
Last dividend0.26
Last cap gain27.00
Holdings turnover16.00%
Average for categoryN/A
Fees and expenses
ExpenseEARSXCategory average
Annual report expense ratio (net)1.75%0.92%
Prospectus net expense ratio1.75%N/A
Prospectus gross expense ratio1.76%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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