Investment objective & strategy
As of Sept. 25, 2025 · prospectusObjective. The funds investment objective is to seek capital appreciation.
Strategy. The fund is designed to provide diversification within the international asset class by investing the majority of its assets in other mutual funds advised by MFS (Massachusetts Financial Services Company, the funds investment adviser), referred to as underlying funds. The underlying funds are selected based on underlying fund classifications, historical risk, performance, and other factors. MFS seeks to diversify the fund's investments in terms of market capitalization (by including large, mid, and/or small cap underlying funds), by style (by including both growth and value underlying funds), and by geography (by including developed and emerging market underlying funds). MFS normally invests each underlying fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of an … The fund is designed to provide diversification within the international asset class by investing the majority of its assets in other mutual funds advised by MFS (Massachusetts Financial Services Company, the funds investment adviser), referred to as underlying funds. The underlying funds are selected based on underlying fund classifications, historical risk, performance, and other factors. MFS seeks to diversify the fund's investments in terms of market capitalization (by including large, mid, and/or small cap underlying funds), by style (by including both growth and value underlying funds), and by geography (by including developed and emerging market underlying funds). MFS normally invests each underlying fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of an underlying fund's assets in issuers in a single industry, sector, country, or region. As of September 1, 2025, the funds target allocation among underlying funds was: MFS Emerging Markets Equity Fund 17.5% MFS International Growth Fund 15% MFS International Intrinsic Value Fund 15% MFS International Large Cap Value Fund 15% MFS International New Discovery Fund 10% MFS Research International Fund 27.5%
Top holdings
As of Feb. 28, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| MFS-RSCH IN-R6 | — | $12.90B | 27.50% |
| MFS Emerging Markets Equity Fund | — | $8.13B | 17.32% |
| MFS International Intrinsic Value Fund | — | $7.05B | 15.03% |
| MFS-INTL GRW-R6 | — | $7.03B | 14.98% |
| MFS-INTL LCV-R6 | — | $7.00B | 14.93% |
| MFS-INT N D-R6 | — | $4.70B | 10.02% |
| MFS Institutional Money Market Portfolio, Class A | — | $72.01M | 0.15% |
Portfolio moves
Nov 30, 2025 → Feb 28, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| MFS Aggressive Growth Allocation Fund · MAAGX, MAALX, MBAGX, MCAGX, MIAGX, MAAFX, MAWAX, MAAHX, AGGPX | 32% | 0.67% |
| MFS Growth Allocation Fund · MAGWX, MAGJX, MBGWX, MCGWX, MGWIX, MAGMX, MGALX, MAGEX, MAGQX | 22% | 0.61% |
| PFG MFS Aggressive Growth Strategy Fund · PFSMX | 20% | 2.49% |
Advisers
| Firm | Role |
|---|---|
| MASSACHUSETTS FINANCIAL SERVICES COMPANY | Adviser |
Footnotes
- Expense ratio as of September 25, 2025, from the fund's prospectus.
- Net assets and holdings count as of February 28, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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