MFS Value Fund Class R4 (MEIJX)

Overview

The fund strives to offer a diversified investment portfolio within the international asset class by primarily allocating its resources across various mutual funds advised by the same adviser, termed as underlying funds. This strategic approach aims to achieve diversification by spreading investments across different market capitalizations, including large, mid, and small-cap underlying funds, incorporating both growth and value investment styles, and spanning various geographies by investing in both developed and emerging market underlying funds. This diversified methodology is designed to minimize risk while seeking to maximize returns on a global scale.

Products and Services

• Diversified International Asset Class Investments

  This product focuses on providing investors with exposure to international markets by leveraging a diversified investment strategy. By investing in a wide range of other mutual funds, this service allows for a broad representation of various sectors, geographical regions, and investment styles, thus aiming to reduce investment risk while targeting global growth opportunities.

• Market Capitalization Diversification

  An integral part of the fund’s strategy involves diversifying investments across different market capitalizations. This includes allocating assets among large-cap, mid-cap, and small-cap underlying funds. This diversification is crucial for tapping into the potential of companies of varying sizes, each offering unique growth prospects and risk profiles.

• Growth and Value Underlying Funds

  By including both growth and value-oriented underlying funds, the fund aims to balance the pursuit of high-growth investments with the stability of value-based assets. Growth funds are selected for their potential for above-average growth, while value funds are chosen for their perceived undervalued positions in the market, thus providing a blended approach to achieving investment returns.

• Geographical Diversification

  The fund commits to geographical diversification by investing in both developed and emerging market underlying funds. This strategy not only spreads risk across different economic and political climates but also enables participation in the growth potential of emerging markets alongside the stability of developed ones, offering a global investment perspective.