MFS Institutional International Equity Fund

Mutual Fund Massachusetts, United States ·Founded 1996

Overview

The MFS Institutional International Equity Fund is a mutual fund managed by MFS Investment Management, focusing on international equity investments. The fund seeks capital appreciation by investing in a well-diversified portfolio of high-conviction ideas, following a growth-at-a-reasonable-price style with a quality bias. The investment philosophy is based on the belief that stocks trading at a discount to their projected value have a greater potential for multiple expansion. Individual stock selection is the primary source of alpha generation over the long term, due to a focus on seeking to identify high-quality, attractively valued companies through a global investment platform. The fund's net assets as of January 31, 2026, were approximately $31.2 billion, with a net expense ratio of 0.98% and a gross expense ratio of 0.99%. The fund's benchmark is the MSCI EAFE (Europe, Australasia, Far East) Index (net div).

Portfolio Companies

Taiwan Semiconductor Manufacturing Co LtdNovartis AGCie Financiere Richemont SARoche Holding AGNatWest Group PLCBNP Paribas SASchneider Electric SEHitachi LtdRolls-Royce Holdings PLCAir Liquide SA

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Frequently asked questions about MFS Institutional International Equity Fund

What sectors does MFS Institutional International Equity Fund invest in?

MFS Institutional International Equity Fund invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Massachusetts, United States. MFS Institutional International Equity Fund is listed as a mutual fund in the ConnectSafely investor database.

What stage does MFS Institutional International Equity Fund invest at?

MFS Institutional International Equity Fund backs companies at Growth and Late Stage, writing cheques of 1M - 50M.

Which regions does MFS Institutional International Equity Fund invest in?

MFS Institutional International Equity Fund invests across United States, United Kingdom, Canada, Germany, Japan and Australia.

What companies has MFS Institutional International Equity Fund invested in?

MFS Institutional International Equity Fund's portfolio includes Taiwan Semiconductor Manufacturing Co Ltd, Novartis AG, Cie Financiere Richemont SA, Roche Holding AG, NatWest Group PLC, BNP Paribas SA, Schneider Electric SE and Hitachi Ltd.

Last updated · Source: ConnectSafely investor database