Morningstar

MFS International Intrinsic Equity Fund Class C MGICX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MGICX

Will MGICX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MGICX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MGICX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MGICX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Unconventional but not untamed.

Senior Principal Dan Culloton

Dan Culloton

Senior Principal

Summary

MFS International Intrinsic Value's unconventional approach still has long-term appeal; but enhancements to how Morningstar estimates funds’ return opportunities, a key part of the Morningstar Medalist Rating calculation, may affect the ratings of some of this strategy’s share classes even though its pillar ratings and expenses have not changed.

by Dan Culloton
Rated on Published on

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