5 / 5 Stars
5 5 5 1 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 97 Foreign Large Value 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 18.60 percent over the past year, 11.85 percent over the past three years, 13.91 percent over the past five years, and 9.06 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.1%|
|3 Years (Annualized)||11.8%|
|5 Years (Annualized)||13.9%|
|10 Years (Annualized)||9.1%|
The investment seeks capital appreciation. The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for those securities. It focuses on investing the fund's assets in the stocks of companies it believes are undervalued compared to their perceived worth (value companies).
Fees are High compared to funds in the same category.
MFS® International Value Fund has an expense ratio of 1.89 percent.
Risk is Low compared to funds in the same category according to Morningstar.