MFS International Intrinsic Value Fund
Shareclass
MFS International Intrinsic Value R1 (MINRX)
Type
Open-end mutual fund
Manager
Gender equality score
58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 279 out of 1,102 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
13/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
MFS International Intrinsic Value Fund MINRX
Environment
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. NatWest Group PLC3.13% of assets$684.79M invested
- 2. Lloyds Banking Group PLC1.05% of assets$230.13M invested
- 3. Diageo PLC1.31% of assets$286.74M invested
- 4. Haleon PLC1.95% of assets$426.86M invested
- 5. Croda International PLC0.24% of assets$52.67M invested
- 6. Schneider Electric SE2.66% of assets$580.55M invested
- 7. Pernod Ricard SA1.08% of assets$237.07M invested
- 8. Spirax Group PLC0.37% of assets$81.31M invested
- 9. UBS Group AG1.33% of assets$289.75M invested
- 10. Euronext NV1.7% of assets$372.48M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Taisei Corp0.84% of assets$184.46M invested
- 2. Hirose Electric Co Ltd0.6% of assets$130.94M invested
- 3. Ezaki Glico Co Ltd0.39% of assets$84.66M invested
- 4. The Chiba Bank Ltd0.83% of assets$181.41M invested
- 5. Toyo Suisan Kaisha Ltd1.35% of assets$294.26M invested
- 6. Bruker Corp0.23% of assets$49.86M invested
- 7. Mitsubishi Electric Corp1.87% of assets$408.36M invested
- 8. Nitto Denko Corp0.58% of assets$127.79M invested
- 9. Shimadzu Corp1.15% of assets$251.61M invested
- 10. Tenaris SA0.51% of assets$111.88M invested
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Financial performance
Performance data provided by
Find more financial data on MINRX at Morningstar.com
Find more financial data on MINRX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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