Research International Portfolio
Research International Portfolio
Investment Objective
Seeks capital appreciation.
Investment Focus
Analyst-run, core international stock fund
Broadly diversified by sector, invests across regions, industries, styles, and market capitalizations
Company specific stock selection, not country specific
Fund Information
- Fund Commencement 05/06/1998
- Net Assets ($ M) As of 05/31/25 $517.60
- Benchmark MSCI EAFE (Europe, Australasia, Far East) Index (net div)
Share Class Information
- Class Inception 05/06/1998
- Net Asset Value (NAV) As of 06/13/25 $19.54
- Most Recent NAV Change As of 06/13/25 $0.27 | 1.36%
- CUSIP 55274F356
- Gross Expense Ratio 0.97%
- Net Expense Ratio 0.89%
Managers
Top 10 Holdings
As of 05/31/25
- Schneider Electric SE
- Roche Holding AG
- Linde PLC
- Hitachi Ltd
- Nestle SA
- NatWest Group PLC
- Euronext NV
- Barclays PLC
- Novo Nordisk AS
- BNP Paribas SA
John Mahoney, CFA
General Oversight
John W. Mahoney, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). John serves as a portfolio manager for the International Diversification and International Research strategies. He also serves as an institutional portfolio manager for the firm's International Intrinsic Value and U.S. Intrinsic Value strategies. As an institutional portfolio manager, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. John joined the firm in 2005. He served as a senior strategist--investment product specialist before becoming a portfolio manager and institutional portfolio manager in 2024. John earned a bachelor's degree from Bentley College. He is a CFA charter holder and is a member of the CFA Society Boston, Inc.
Nicholas Paul, CFA
General Oversight
Nicholas J. Paul, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). Nicholas serves as a portfolio manager for the International Diversification and International Research strategies. He also serves as an institutional portfolio manager and member of the following portfolio management teams: International Large Cap Value Equity, Global Small-Mid Cap Equity and European Smaller Companies. As an institutional portfolio manager, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. Nicholas joined MFS in 2010. He served as an investment product specialist before becoming an institutional portfolio manager in 2018 and being named portfolio manager in 2022. Prior to joining MFS, he spent nine years at Putnam Investments as a vice president and investment product manager. He began his career in financial services in 1999. Nicholas earned a bachelor's degree from West Virginia University and a Master of Business Administration degree with honors from Boston College's Carroll School of Management. He is a CFA charter holder and a member of the Boston Security Analysts Society.
Performance
Annual Rate of Return (%)
As of 12/31/24
|Benchmark: MSCI EAFE (Europe, Australasia, Far East) Index (net div)
| 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| At NAV | -1.96 | -0.70 | 28.29 | -14.12 | 28.04 | 12.95 | 11.57 | -17.58 | 13.01 | 3.09 |
| MSCI EAFE (Europe, Australasia, Far East) Index (net div) | -0.81 | 1.00 | 25.03 | -13.79 | 22.01 | 7.82 | 11.26 | -14.45 | 18.24 | 3.82 |
| At NAV | MSCI EAFE (Europe, Australasia, Far East) Index (net div) | |
|---|---|---|
| 2024 | 3.09 | 3.82 |
| 2023 | 13.01 | 18.24 |
| 2022 | -17.58 | -14.45 |
| 2021 | 11.57 | 11.26 |
| 2020 | 12.95 | 7.82 |
| 2019 | 28.04 | 22.01 |
| 2018 | -14.12 | -13.79 |
| 2017 | 28.29 | 25.03 |
| 2016 | -0.7 | 1.0 |
| 2015 | -1.96 | -0.81 |
Pricing History
- NAV at Close of Trading on: 06/13/25
- Net Asset Value (NAV): $19.54
- Change ($) (since 06/12/25 ): 0.27
- Change (%) (since 06/12/25 ): 1.36
- Market Price (MP):
Historical NAV may not be available for all dates.
Historical MP may not be available for all dates.
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Overview
Investment Objective
Seeks capital appreciation.
Investment Focus
Analyst-run, core international stock fund
Broadly diversified by sector, invests across regions, industries, styles, and market capitalizations
Company specific stock selection, not country specific
Fund Information
- Fund Commencement 05/06/1998
- Net Assets ($ M) As of 05/31/25 $517.60
- Benchmark MSCI EAFE (Europe, Australasia, Far East) Index (net div)
Share Class Information
- Class Inception 05/06/1998
- Net Asset Value (NAV) As of 06/13/25 $19.54
- Most Recent NAV Change As of 06/13/25 $0.27 | 1.36%
- CUSIP 55274F356
- Gross Expense Ratio 0.97%
- Net Expense Ratio 0.89%
Managers
Top 10 Holdings
As of 05/31/25
- Schneider Electric SE
- Roche Holding AG
- Linde PLC
- Hitachi Ltd
- Nestle SA
- NatWest Group PLC
- Euronext NV
- Barclays PLC
- Novo Nordisk AS
- BNP Paribas SA
John Mahoney, CFA
General Oversight
21YEARS WITH INDUSTRY
1YEAR WITH PORTFOLIOJohn W. Mahoney, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). John serves as a portfolio manager for the International Diversification and International Research strategies. He also serves as an institutional portfolio manager for the firm's International Intrinsic Value and U.S. Intrinsic Value strategies. As an institutional portfolio manager, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. John joined the firm in 2005. He served as a senior strategist--investment product specialist before becoming a portfolio manager and institutional portfolio manager in 2024. John earned a bachelor's degree from Bentley College. He is a CFA charter holder and is a member of the CFA Society Boston, Inc.
Nicholas Paul, CFA
General Oversight
26YEARS WITH INDUSTRY
2YEARS WITH PORTFOLIONicholas J. Paul, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). Nicholas serves as a portfolio manager for the International Diversification and International Research strategies. He also serves as an institutional portfolio manager and member of the following portfolio management teams: International Large Cap Value Equity, Global Small-Mid Cap Equity and European Smaller Companies. As an institutional portfolio manager, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. Nicholas joined MFS in 2010. He served as an investment product specialist before becoming an institutional portfolio manager in 2018 and being named portfolio manager in 2022. Prior to joining MFS, he spent nine years at Putnam Investments as a vice president and investment product manager. He began his career in financial services in 1999. Nicholas earned a bachelor's degree from West Virginia University and a Master of Business Administration degree with honors from Boston College's Carroll School of Management. He is a CFA charter holder and a member of the Boston Security Analysts Society.
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Performance
Performance
Average Annual Total ReturnsAnnual Rate of ReturnAnnual Rate of Return (%)
As of 12/31/24
|Benchmark: MSCI EAFE (Europe, Australasia, Far East) Index (net div)
annual rate of return table 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 At NAV -1.96 -0.70 28.29 -14.12 28.04 12.95 11.57 -17.58 13.01 3.09 MSCI EAFE (Europe, Australasia, Far East) Index (net div) -0.81 1.00 25.03 -13.79 22.01 7.82 11.26 -14.45 18.24 3.82 At NAV MSCI EAFE (Europe, Australasia, Far East) Index (net div) 2024 3.09 3.82 2023 13.01 18.24 2022 -17.58 -14.45 2021 11.57 11.26 2020 12.95 7.82 2019 28.04 22.01 2018 -14.12 -13.79 2017 28.29 25.03 2016 -0.7 1.0 2015 -1.96 -0.81 Pricing & DistributionsPricing History
- NAV at Close of Trading on: 06/13/25
- Net Asset Value (NAV): $19.54
- Change ($) (since 06/12/25 ): 0.27
- Change (%) (since 06/12/25 ): 1.36
- Market Price (MP):
Historical NAV LookupEnter date for which you wish to obtain a Historical NAV for this fundHistorical NAV may not be available for all dates.
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