4 / 5 Stars
4 3 3 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#71 in Foreign Large Blend
U.S. News evaluated 209 Foreign Large Blend 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 12.84 percent over the past year, 6.79 percent over the past three years, and 18.46 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.3%|
|3 Years (Annualized)||6.8%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund is designed to provide diversification within the international asset class by investing the majority of its assets in other mutual funds advised by the adviser referred to as underlying funds. The adviser seeks to diversify the fund's investments in terms of market capitalization (by including large, mid, and/or small cap underlying funds), by style (by including both growth and value underlying funds), and by geographic region (by including developed and emerging market underlying funds).
Fees are Average compared to funds in the same category.
MFS® International Diversification Fund has an expense ratio of 0.37 percent.
Risk is Low compared to funds in the same category according to Morningstar.