MFS Intl Diversification R3 (MDIHX)
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MFS Intl Diversification R3
BOSTON MA 02199
111 HUNTINGTON AVENUE 24TH FLOOR
MFS SERIES TRUST X
18006372929
Management Information
Camille Humphries Lee,Lead Manager since August 31, 2018
Camille Humphries Lee is Institutional Equity Portfolio Manager
, as an Institutional Portfolio Manager, participates in the research process and strategy discussions, assesses portfolio risk, customizing portfolios to client objectives and guidelines, and management daily cash flows, communication of investment policy, strategy, and positioning. He Joined MFS in 2000. His previous experience includes 3 years as Research Analyst at SG Cowen Securities Corporation and 8 years as Research Analyst and Associate Analyst at Alex Brown. His Affiliations include CFA Institute, CFA Society of Boston.
He got MBA from University of Virginia, and BA from University of Virginia.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryForeign Large Blend
Fund FamilyMFS
Net Assets38.88B
YTD Return4.14%
Yield2.27%
Morningstar Rating★★★★
Inception DateSept 29, 2004
Fund Operations
Last Dividend0.52
Last Cap Gain6.00
Holdings Turnover7.00%
Average for CategoryN/A
Fees & Expenses
ExpenseMDIHXCategory Average
Annual Report Expense Ratio (net)0.83%0.92%
Prospectus Net Expense Ratio0.83%N/A
Prospectus Gross Expense Ratio0.84%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.28%
Max Deferred Sales LoadN/A1.46%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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