3 / 5 Stars
4 4 2 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#12 in Europe Stock
U.S. News evaluated 27 Europe Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.20 percent over the past year, and 8.87 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.2%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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.
Fees are Above Average compared to funds in the same category.
MFS® European Equity Fund has an expense ratio of 1.55 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.