MFS Research International Fund
MFS SERIES TRUST I · Series S000000766 · 9 share classes
data updated 2026-08-17
Fund profile
As filed in the prospectus · 2025 Q4
The funds investment objective is to seek capital appreciation.
The fund invests primarily in foreign equity securities across developed and emerging markets, selected through bottom-up fundamental analysis by a team of sector leaders and research analysts; it may also use quantitative screening tools to evaluate issuers. The fund is managed to be sector neutral to the MSCI EAFE Index using the adviser's custom industry and sector classifications. Because the fund's active selection approach may diverge from the index's holdings, performance may differ from the MSCI EAFE Index.
| Share class | Gross | Net |
|---|---|---|
| MRSAX | 1.00% | 0.99% |
| MRSJX | 0.75% | 0.74% |
| MRIBX | 1.75% | 1.74% |
| MRICX | 1.75% | 1.74% |
| MRSIX | 0.75% | 0.74% |
| MRSGX | 1.75% | 1.74% |
| MRSRX | 1.25% | 1.24% |
| MRSHX | 1.00% | 0.99% |
| MRSKX | 0.65% | 0.64% |
Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.
Portfolio turnover 27.00% · as of 2025 Q4
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q1
| Stocks | 99.59% |
Derivatives are shown at market value, not notional exposure.
Latest quarter
What changed since the fund's previous filing
Largest new: Novartis AG, ING Groep NV, BPER Banca SPA, Banco Bilbao Vizcaya Argentaria SA, QIAGEN NV, Unicharm Corp, Ajinomoto Co Inc, Shimano Inc
Largest exited: ABN AMRO Bank NV, Sanofi SA, QIAGEN NV, Amadeus IT Group SA, Novo Nordisk A/S, Erste Group Bank AG, Kirin Holdings Co Ltd, Toyota Industries Corp
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
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Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| — | Roche Holding AG | 3.17% | $477.34 | $597.46M | 1.3M |
| — | Mizuho Financial Group Inc | 3.09% | $45.79 | $582.58M | 12.7M |
| — | Schneider Electric SE | 2.86% | $326.95 | $539.55M | 1.7M |
| — | Hitachi Ltd | 2.47% | $33.46 | $465.11M | 13.9M |
| — | Novartis AG | 2.33% | $169.73 | $438.51M | 2.6M |
| — | ASML Holding NV | 1.95% | $1,457.39 | $368.20M | 252.6K |
| — | Taiwan Semiconductor Manufacturing Co Ltd | 1.80% | $62.84 | $339.90M | 5.4M |
| — | Linde PLC | 1.76% | $508.08 | $331.31M | 652.1K |
| — | TotalEnergies SE | 1.65% | $79.50 | $311.07M | 3.9M |
| — | Tokyo Electron Ltd | 1.59% | $281.82 | $299.23M | 1.1M |
Reported price is the fund's own reported value divided by its own reported shares at 2026-02-28 — not a live quote, and not what the fund paid.
Top 10 positions are 22.68% of net assets, top 25 42.38%, across 116 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
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