MFS International Growth I  MQGIX
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2009-10-31
Out of
Foreign Large 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?
   Large
   Growth
  
  
As of 2009-09-30
Day Change
$ -0.14
  
NAV (2009-11-20)
$ 22.92
  
YTD Return % (2009-11-20)
35.38%
  
Total Assets ($ mil)
1,291
View Data Definitions
  Performance    
Growth of $10,000 Fund: MFS International Growth I
(from 1999-01-01 to 2009-10-31) Category: Foreign Large Growth
Index: MSCI EAFE NR USD
Total Annualized Returns % 1yr, 3yr and 5yr Returns as of 2009-11-20
Inception date: 1997-01-02 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 35.38 67.24 -0.11 7.62 5.74 5.45
+/- Category 5.67 38.23 4.65 2.59 3.72 ---
+/- MSCI EAFE NR USD 5.77 14.56 4.64 3.36 --- ---
Standardized Annual Returns %   more on standardized returns
Quarter-End (as of 2009-09-30) 31.54 7.28 0.60 8.55 6.31 5.60
Month-End (as of 2009-10-31) 29.65 30.51 -1.25 7.61 5.74 5.45
After Tax Returns % (as of 2009-09-30 )  
On Distribution --- 29.38 -2.81 6.52 4.93 ---
On Distribution & Sale of Shares --- 20.18 -1.57 6.21 4.66 ---
Morningstar Rating --- --- ---
# of compared funds covered (3 yrs : out of 202 funds), (5 yrs : out of 153 funds), (10 yrs : out of 84 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 19.13
Software 1.87
Hardware 5.01
Media 4.41
Telecommunications 7.84
Service 37.85
Healthcare 11.15
Consumer Services 4.55
Business Services 6.34
Financial Services 15.82
Manufacturing 43.01
Consumer Goods 23.02
Industrial Materials 10.89
Energy 8.40
Utilities 0.71
Asset Allocation
% of Net Assets
Cash 1.9
Stocks 98.1
Bonds 0.0
Other 0.0
Foreign Stocks 96.3
(as a % of Assets)
Data through 2009-09-30 Data through 2009-09-30
 
Holding Status
Total Number of Stock Holdings 82 Turnover % 81
Total Number of Bond Holdings 0 30 Day SEC Yield % ---
% of Assets in Top 10 Holdings 23.57 ending as of 2009-09-30
View Data Definitions
Top 10 Holdings Sector Country % of Net
Assets
Nestle Switzerland 3.41
LVMH Moet Hennessy Louis Vuitton France 2.74
BHP Billiton PLC United Kingdom 2.63
Inpex Holdings Inc. Japan 2.43
Roche Holding AG Switzerland 2.23
Gazprom OAO (EDR) Russia 2.13
WPP Plc United Kingdom 2.06
UBS AG Switzerland 2.02
Nokia Corporation Finland 1.98
Housing Development Finance Corporation Ltd. India 1.94
Data through 2009-09-30
  Other Information
Fund Inception: 1997-01-02
Portfolio Manager  (Start Date)
Barry P. Dargan  (2001-04-27)
Global Equity Portfolio Manager Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. Joined MFS in 1996 as an Equity Research Analyst following Japan (all Japan); Asia telecommunication, transport, and technology (software/business services); named Portfolio Manager in 2001 Previous experience includes: four years as an Executive Director/Head of Global Technology Investment Research for SBC Warburg in Tokyo; four years as Head of Research/Investment Analyst for James Capel in Tokyo; four years as an Investment Analyst for UBS Phillips & Drew in London; and three years as a Chartered Accountant/Auditor for Arthur Andersen & Co. in London Affiliation(s): Fellow of the Institute of Chartered Accountants Keio University, Tokyo, Certificate of Japanese language fluency City University, London, BSc
Sales Charge %
(taken from prospectus dated 2009-10-01)
Front: None
Deferred: None
Expense Ratio % 1.21
based on net assets
(taken from annual report dated 2009-05-31)
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.