MFS International Intrinsic Value Fund Class R4 (MINHX)

Overview

The fund operates primarily in the arena of foreign equity securities, with a notable emphasis on investments within emerging markets. These equity securities encompass a breadth of financial instruments, including common stocks along with other forms of securities that signify an ownership or an entitlement to acquire an ownership stake in a diverse array of companies or issuers. The investing strategy pivots around the notion of value investing, where the fund’s advisor meticulously selects stocks of companies believed to be undervalued relative to their true intrinsic value. This approach underlines a concerted effort to capitalize on potential market inefficiencies by acquiring assets at prices less than their deemed actual worth.

Products and Services

• Foreign Equity Securities:

  The primary focus of this fund is on investing in a wide range of equity securities from various international markets, including robust economies and emerging markets. These investments aim to offer shareholders diversified exposure to global equity markets outside of their domestic terrain, potentially enhancing portfolio growth through a broader investment horizon.

• Emerging Market Investments:

  Recognizing the growth potential and the higher risk-reward ratio, the fund actively seeks opportunities in emerging markets. Such markets can offer rapid growth and significant returns on investments due to their economic advancements and expanding sectors. The aim is to leverage these characteristics by identifying undervalued companies with robust growth prospects.

• Value Investing Strategy:

  This core strategy involves the identification and investment in companies considered to be trading for less than their intrinsic or book value. By targeting these undervalued companies, the fund seeks to exploit market inefficiencies and generate returns for its investors through the eventual market correction of these securities’ prices to reflect their true value.