MFS Blended Research International Equity Fund
MFS SERIES TRUST IV · 9 share classes
Fund classification
Classified from what the fund holds · as of 2026 Q2
MFS Blended Research International Equity Fund is an actively managed developed international equity fund.
- Asset class
- Equity
- Region
- Developed international
- Management
- Actively managed
- Fund type
- Open-end fund
Fund profile
As filed in the prospectus · 2025 Q4
The funds investment objective is to seek capital appreciation.
The fund actively selects foreign equity securities across all market capitalizations and geographies using a blend of fundamental and quantitative analysis, then optimizes the portfolio against the MSCI All Country World (ex-US) Index with a target tracking error of approximately 2%. Because the fund constructs its portfolio through optimization rather than index replication, its returns may diverge from the benchmark. The fund normally holds at least 80% of assets in equities and may concentrate a significant portion in a single industry, sector, country, or region.
| Share class | Gross | Net |
|---|---|---|
| BRXAX | 0.78% | 0.77% |
| BRXBX | 1.53% | 1.52% |
| BRXCX | 1.53% | 1.52% |
| BRXIX | 0.53% | 0.52% |
| BRXRX | 1.53% | 1.52% |
| BRXSX | 1.03% | 1.02% |
| BRXTX | 0.78% | 0.77% |
| BRXUX | 0.53% | 0.52% |
| BRXVX | 0.45% | 0.44% |
Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.
Portfolio turnover 48.00% · as of 2025 Q4
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 98.73% |
| Cash & short-term | 0.72% |
| Other | 0.06% |
Derivatives are shown at market value, not notional exposure.
Latest quarter
What changed since the fund's previous filing
Largest new: AIB Group PLC, GSK PLC, Recruit Holdings Co Ltd, Roche Holding AG, Astellas Pharma Inc, ITOCHU Corp, Japan Airlines Co Ltd, Suzuki Motor Corp
Largest exited: Roche Holding AG, Kao Corp, Kirin Holdings Co Ltd, Alibaba Group Holding Ltd, Fresenius Medical Care AG, Sampo Oyj, Banco Santander SA, BYD Co Ltd
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +38.56% | +78.30% | +74.19% | 14.30% | -10.18% | |
| +37.53% | +74.50% | +67.60% | 14.30% | -10.29% | |
| +37.58% | +74.52% | +67.69% | 14.26% | -10.32% | |
| +38.88% | +79.66% | +76.20% | 14.27% | -10.13% | |
| +37.55% | +74.38% | +67.62% | 14.27% | -10.32% | |
| +38.24% | +77.00% | +71.79% | 14.30% | -10.15% | |
| +38.59% | +78.44% | +73.99% | 14.25% | -10.12% | |
| +38.92% | +79.75% | +76.26% | 14.27% | -10.12% | |
| +39.09% | +80.14% | +77.02% | 14.29% | -10.04% |
These classes hold the same portfolio, so the 9.42pp spread over 5 years is the cost difference between them — roughly 1.88pp a year — not a difference in what they own.
May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
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 |
|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Co LtdTSM | 4.84% | $418.45 | $232.05M | 554.6K |
| — | SK hynix Inc | 3.81% | $1,548.11 | $182.63M | 118.0K |
| — | Samsung Electronics Co Ltd | 2.77% | $210.35 | $132.53M | 630.1K |
| — | ASML Holding NV | 2.41% | $1,615.23 | $115.41M | 71.5K |
| — | Lenovo Group Ltd | 1.75% | $3.06 | $84.05M | 27.4M |
| — | Novartis AG | 1.67% | $150.94 | $79.96M | 529.7K |
| — | BNP Paribas SA | 1.55% | $108.42 | $74.27M | 685.0K |
| — | Rio Tinto PLC | 1.49% | $107.31 | $71.12M | 662.8K |
| — | Tencent Holdings Ltd | 1.47% | $54.51 | $70.21M | 1.3M |
| — | UBS Group AG | 1.42% | $47.45 | $68.00M | 1.4M |
Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.
Top 10 positions are 23.18% of net assets, top 25 40.15%, across 170 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.
Sign in free