MFS Research International Fund Class R3 (MRSHX)

Overview

The fund focuses on investing primarily in foreign equity securities, which spans across emerging market equity securities as well. The approach to investment is broad, targeting common stocks and other equity securities that symbolize an ownership interest or a potential ownership interest in various companies or issuers worldwide. By adopting a diversified investment strategy, the fund aims to allocate assets across a wide range of industries, sectors, countries, and regions. Despite its broad investment strategy, there might be instances where a significant percentage of the fund's assets could be invested in issuers within a single industry, sector, country, or region, depending on the prevailing market conditions and investment opportunities identified by MFS.

Products and Services

• Foreign Equity Securities

These are stocks or equity interests in companies located outside the investor's own country. The fund targets these to tap into the growth potential of various international markets, including those in emerging economies, thereby offering a diversified investment portfolio.

• Emerging Market Equity Securities

Specific focus is given to the equity securities of companies based in emerging markets. These markets often present higher growth potential albeit with higher risks, and the fund seeks to leverage these opportunities for potential higher returns.

• Investment Across Industries and Sectors

By investing across different industries and sectors, the fund aims to reduce risk through diversification. This strategy ensures that the fund’s performance is not overly reliant on the fortunes of any single sector or industry.

• Diversification Across Countries and Regions

The fund places a strong emphasis on geographical diversification to mitigate country-specific and regional risks. This approach allows for a more stable investment environment by spreading exposure across various global markets.

• Targeted Investments

Although the fund’s strategy is fundamentally diversified, there is flexibility to concentrate investments significantly in a single industry, sector, country, or region if deemed advantageous. Such targeted investments are made with the aim of capitalizing on specific opportunities identified by MFS.