MIVLMFS Active International Value ETF

Seeks capital appreciation.

Annual Cost

—

Fund Size

—

Return (1Y)Goal

N/A

Track Record

—

Classification

How Beacon categorizes this fund

Asset class

Region

Strategy

Active selection

Factor

Value

Objective: Seeks capital appreciation.
Strategy: Normally invests at least 80% of net assets in value companies, primarily in foreign equity securities including emerging markets. MFS uses an active bottom-up investment approach, selecting investments based on fundamental analysis and quantitative models. May invest in companies of any size across different industries, sectors, countries, and regions, but can focus significantly on a single industry or region. Value companies are considered undervalued based on various financial metrics and indicators of profitability and balance sheet strength.