MFS� European Equity Fund Class I

 (MUTF:MEEIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.68%
   
4 week
   
-2.12%  
3 month
   
-0.15%  
YTD   +1.60%
   
1 year   +13.45%
   
3 years*   +8.91%
   
5 years*   -  
*annualized
Best 3 month return+16.26%  
Worst 3 month return-21.57%  

Morningstar statistics

Morningstar category: Europe Stock
  Return Risk Rating
3 years Average Below Average
5 years     -     - -
10 years     -     - -
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets15.07M 
Front load-  
Deferred load-  
Expense ratio1.30%  
Management fee-  
Fund familyMFS 

Asset allocation

Cash0.30%  
Stocks99.70%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
12.520.00(0.00%)
Jul 23, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities of European issuers and other investments that are tied economically to Europe. Some of these countries' economies are considered emerging market economies. It may invest up to 35% of the fund's assets in any industry that accounts for more than 20% of the European market. MFS may invest the fund's assets in companies of any size.
Fund filings (PDF) »
Asset manager:
Gabrielle Gourgey (Started: Sep 15, 2010)
Advisor Company:
Massachusetts Financial Services Co
Fund family reports on Morningstar »
MFS, 111 Huntington Avenue, Boston, MA 02199, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.69 3.43     -     -
Beta* 0.95 0.97     -     -
Mean annual return 1.67 0.85     -     -
R-squared* 83.72 93.35     -     -
Standard deviation 11.05 16.60     -     -
Sharpe ratio 1.81 0.61     -     -
* Against standard index

Top 10 holdings

Security Net Assets  
Novartis AG (NVSEF) 4.44%  
Royal Dutch Shell PLC Class A (RYDAF) 3.87%  
Nestle SA (NSRGF) 3.50%  
Danone (GPDNF) 2.92%  
Linde AG (LNAGF) 2.76%  
Bayer AG (BAYZF) 2.60%  
HSBC Holdings PLC (HBCYF) 2.56%  
UBS AG (UBS) 2.52%  
GlaxoSmithKline PLC (GLAXF) 2.39%  
Vodafone Group PLC (VODPF) 2.21%