UK markets closed

MFS Instl International Equity (MIEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
33.58-0.08 (-0.24%)
As of 08:06AM EDT. Market open.

MFS Instl International Equity

Boston, MA 2199

111 Huntington Avenue, 24th Floor

MFS Institutional Trust

1-800-637-2929
Management information
Filipe M.G. Benzinho,Lead manager since 30 April 2016
Filipe M.G. Benzinho is a Investment officer of MFS since 2009 and portfolio manager of MFS since 2016. He began his investment career in 2009 and has an undergraduate degree from Instituto Superior de Ciencias do Trabalho e da Empresa and an MBA from Harvard Business School. Filipe M.G. Benzinho is a Portfolio Manager for Massachusetts Financial Services Company.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq2.gif
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 assets19.31B
YTD return4.74%
Yield1.60%
Morningstar rating★★★★★
Inception date7 Feb 2023

Fund operations

Last dividend0.55
Last cap gain27.00
Holdings turnover10.00%
Average for categoryN/A

Fees and expenses

ExpenseMIEIXCategory average
Annual report expense ratio (net)1.01%0.92%
Prospectus net expense ratio1.01%N/A
Prospectus gross expense ratio1.02%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