|
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. |
|
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|
Morningstar®
Style Box™ |
| What is this? |
|
 |
|
Medium |
|
|
Growth |
|
|
|
|
|
|
|
|
| As of
2009-09-30 |
|
|
| Day Change |
| $ -0.06 |
|
|
| NAV (2009-11-10) |
| $ 18.65 |
|
|
| YTD Return % (2009-11-10) |
| 46.39% |
|
|
| Total Assets ($ mil) |
| 2,304 |
|
| Growth of $10,000 |
 |
Fund: |
MFS International New Discovery I |
| (from
1999-01-01
to 2009-10-31) |
 |
Category: |
Foreign Small/Mid Growth |
|
 |
Index: |
MSCI EAFE NR USD |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2009-11-10 |
| Inception date: 1997-10-09 |
10yr and Inception Returns as of 2009-10-31 |
|
YTD Returns as of 2009-11-10 |
|
|
YTD |
1 Year |
3 Year |
5 Year |
10 Year |
Since Inception |
| Fund |
44.98 |
76.78 |
-1.36 |
7.97 |
11.31 |
12.33 |
| +/- Category |
3.78 |
33.76 |
3.94 |
0.59 |
6.64 |
--- |
| +/- MSCI EAFE NR USD |
15.37 |
24.10 |
3.39 |
3.71 |
--- |
--- |
|
|
| Standardized Annual Returns % more on standardized returns |
| Quarter-End (as of
2009-09-30) |
40.50 |
10.19 |
-0.70 |
8.72 |
11.97 |
12.49 |
| Month-End (as of 2009-10-31) |
39.48 |
41.18 |
-2.26 |
7.87 |
11.31 |
12.33 |
|
|
| After Tax Returns % (as of
2009-09-30
)
|
| On Distribution |
--- |
38.64 |
-4.67 |
5.66 |
9.05 |
--- |
| On Distribution & Sale of Shares |
--- |
27.69 |
-2.33 |
6.26 |
8.93 |
--- |
|
|
| Morningstar Rating |
--- |
--- |
 |
 |
 |
--- |
|
| # of compared funds covered (3 yrs : out of 103 funds), (5 yrs : out of 78 funds), (10 yrs : out of 38 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. |
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|
|
|
| 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 |
|
|
|
| Fund Inception: 1997-10-09 |
|
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. |
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|
|
|
|
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 % |
1.15 |
based on net assets
(taken from annual report dated 2008-09-30)
|
|
| Correspondence Information |
500 Boylston St
15th Fl
Boston,
MA
02116
United States |
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