MFSIMFS Active International ETF
Seeks capital appreciation.
By MFS · Launched 2024
Annual Cost
0.59%
#3,222 of 6,040 · average
Fund Size
$1.2B
#1,068 of 6,040 · large
Return (1Y)
+13.6%
Track Record
1 year
#3,905 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,366+13.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 27.2% of funddiversified
Taiwan Semiconductor Manufacturing Co Ltd
7.3%
Samsung Electronics Co Ltd
3.5%
Tencent Holdings Ltd
2.5%
Air Liquide SA
2.1%
Schneider Electric SE
2.1%
Hitachi Ltd
2.1%
Rolls-Royce Holdings PLC
2.0%
Mitsubishi Electric Corp
2.0%
Roche Holding AG
1.9%
Cie Financiere Richemont SA
1.8%
Asset allocation
Stocks
96.8%
Bonds
1.9%
Cash
1.4%
By sector
Financial Services
25.7%
Technology
18.7%
Industrials
15.1%
Consumer Cyclical
10.4%
Healthcare
7.2%
Consumer Defensive
7.0%
Basic Materials
6.1%
Energy
5.1%
Other
4.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.2%Moderate
Year-on-year price swings
Max drawdown
-13.7%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- MFS normally invests primarily in foreign securities, including emerging market securities, common stocks, and depositary receipts. The fund employs an active bottom-up investment approach, selecting investments based on fundamental analysis and utilizing quantitative models. It may invest in growth and value companies of any size across various sectors and regions, including Latin America, Asia, Africa, the Middle East, and Eastern Europe.
- Inception date
- December 4, 2024
- Fund family
- MFS
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save MFSI to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18