MFS International New Discovery R4  MIDJX
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2009-10-31
Out of
Foreign Small/Mid Growth Funds
Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance.
Morningstar®
Style Box™
What is this?
   Medium
   Growth
  
  
As of 2009-09-30
Day Change
$ -0.06
  
NAV (2009-11-20)
$ 18.00
  
YTD Return % (2009-11-20)
45.04%
  
Total Assets ($ mil)
2,171
View Data Definitions
  Performance    
Growth of $10,000 Fund: MFS International New Discovery R4
(from 2005-04-01 to 2009-10-31) Category: Foreign Small/Mid Growth
Index: MSCI EAFE NR USD
Total Annualized Returns % 1yr, 3yr and 5yr Returns as of 2009-11-20
Inception date: 2005-04-01 10yr and Inception Returns as of 2009-10-31
YTD Returns as of 2009-11-20
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Fund 45.04 76.85 -1.38 --- --- 5.58
+/- Category 3.84 33.83 3.92 --- --- ---
+/- MSCI EAFE NR USD 15.43 24.17 3.37 --- --- ---
Standardized Annual Returns %   more on standardized returns
Quarter-End (as of 2009-09-30) 40.53 10.20 -0.74 --- --- 5.86
Month-End (as of 2009-10-31) 39.48 41.12 -2.31 --- --- 5.58
After Tax Returns % (as of 2009-09-30 )  
On Distribution --- 38.51 -4.74 --- --- ---
On Distribution & Sale of Shares --- 27.67 -2.37 --- --- ---
Morningstar Rating --- --- --- --- ---
# of compared funds covered (3 yrs : out of 103 funds), (5 yrs : out of funds), (10 yrs : out of funds). Ratings are based on risk-adjusted performance. The maximum initial sales fee is none, the maximum deferred sales fee is none, and the maximum redemption sales fee is none.
The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein.
  Portfolio Profile    
Sector Breakdown %
Information 12.34
Software 3.15
Hardware 3.41
Media 1.83
Telecommunications 3.95
Service 45.96
Healthcare 11.83
Consumer Services 7.56
Business Services 7.38
Financial Services 19.19
Manufacturing 41.70
Consumer Goods 17.14
Industrial Materials 15.71
Energy 6.93
Utilities 1.92
Asset Allocation
% of Net Assets
Cash 1.3
Stocks 98.7
Bonds 0.0
Other 0.0
Foreign Stocks 95.9
(as a % of Assets)
Data through 2009-09-30 Data through 2009-09-30
 
Holding Status
Total Number of Stock Holdings 247 Turnover % 66
Total Number of Bond Holdings 0 30 Day SEC Yield % ---
% of Assets in Top 10 Holdings 12.25 ending as of 2009-09-30
View Data Definitions
Top 10 Holdings Sector Country % of Net
Assets
Christian Dior France 1.76
Synthes Inc. Switzerland 1.29
Zimmer Holdings, Inc. United States 1.23
Novo Nordisk A/S Denmark 1.20
Royal KPN N.V. Netherlands 1.18
Bunzl PLC United Kingdom 1.15
Intertek Group PLC United Kingdom 1.15
Konica Minolta Holdings, Inc. Japan 1.14
Copa Holdings SA A Panama 1.09
Kerry Group PLC Ireland 1.06
Data through 2009-09-30
  Other Information
Fund Inception: 2005-04-01
Portfolio Manager  (Start Date)
David A. Antonelli  (1997-10-09)
Antonelli is senior vice president and director of international equity reserach of MFS Investment Management. He joined the firm in 1991 as a research analyst following foreign stocks, with a concentration in continental Europe. He was named assistant vice president in 1994, vice president in 1995, portfolio manager in 1997, and director of international equity research and senior vice president in 1999.
Peter Fruzzetti  (2004-12-31)
Fruzzetti is a vice president and portfolio manager with MFS, his employer since 2000. Prior to joining MFS, Fruzzetti was an analyst and select portfolio manager at Fidelity Management & Research Company, Inc.
Jose Luis Garcia  (2007-10-17)
Garcia is a vice president with MFS, where he has been employed in the investment management area since 2002. Prior to that, he was the chief executive officer of TeleFonica B2B (Mexico City) from 2000 to 2002. Previously, he was emerging market product specialist for Schroders Investment Management (North America) from 1999 to 2002.
Robert Lau  (2008-07-01)
Lau is investment officer of MFS. He employed in the Investment area of MFS since 2001.
Sales Charge %
(taken from prospectus dated 2009-04-01)
Front: None
Deferred: None
Expense Ratio % 1.18
based on net assets
(taken from annual report dated 2008-09-30)
Correspondence Information
500 Boylston St
15th Fl
Boston,  MA  02116
United States
Telephone:
800-225-2606
Data on this page does not include the fund's short positions (if any).
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.