EBRIX — MFS Research International Fund
Data updated: 2026-07-27
EBRIX — MFS Research International Fund. Developed ex-US Mid Cap Blend / Core Financials Equity · $17.76B AUM. Holdings, fees, performance and SEC filings.
EBRIX Fund Overview
EBRIX — MFS Research International Fund is a US mutual fund managed by Mfs Series Trust I, categorised as Developed ex-US Mid Cap Blend / Core Financials Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Mfs Series Trust I
- Category: Developed ex-US Mid Cap Blend / Core Financials Equity
- Assets under management: $17.76B
- 1-year return: 1.5%
- Ticker: EBRIX
- SEC CIK: 0000798244
- SEC series ID: S000000766
- Share class ID: C000002226
EBRIX Investment Objective and Strategy
MFS Research International Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Mfs Series Trust I.
Investment objective
The funds investment objective is to seek capital appreciation.
Principal investment strategy
MFS (Massachusetts Financial Services Company, the funds investment adviser) normally invests the funds assets primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS normally invests the funds assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the funds assets in issuers in a single industry, sector, country, or region. In selecting investments for the fund, MFS is not constrained by any particular investment style. MFS may invest the funds assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.
MFS may invest the funds assets in securities of companies of any size. In conjunction with a team of investment research analysts, sector leaders select investments for the fund. MFS generally manages the fund to be sector neutral to the MSCI EAFE (Europe, Australasia, Far East) Index (the Index) using MFS custom industry and sector categories to classify the fund and the Indexs holdings. MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative models that systematically evaluate issuers may also be considered.
EBRIX Holdings
Top 10 holdings of MFS Research International Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Mizuho Financial Group Inc | 2.90% |
| Schneider Electric SE | 2.82% |
| Hitachi Ltd | 2.45% |
| ASML Holding NV | 2.21% |
| Taiwan Semiconductor Manufacturing Co Ltd | 2.21% |
| Novartis AG | 2.12% |
| TotalEnergies SE | 2.10% |
| Tokyo Electron Ltd | 1.90% |
| AstraZeneca PLC | 1.78% |
| Linde PLC | 1.76% |
EBRIX Portfolio Allocation
Asset-class allocation of MFS Research International Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.7% |
| Cash & Equivalents | 1.6% |
EBRIX Performance
Total returns for EBRIX (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | 1.5% |
| 3 years (annualised) | 10.0% |
EBRIX Risk Information
Risk metrics for EBRIX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 12.4%
EBRIX Costs and Fees
EBRIX costs about $181 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.81%
- Gross expense ratio: 1.82%
- Portfolio turnover: 27%
- Brokerage commissions: 1.90 bps of average net assets (SEC N-CEN)
EBRIX Cashflows
Over the 12 months to 2026-05, MFS Research International Fund had net outflows of $1.23B, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-05 | −$347.37M |
| 2026-04 | −$157.70M |
| 2026-03 | −$177.95M |
| 2026-02 | −$414.72M |
| 2026-01 | −$327.20M |
| 2025-12 | $553.21M |
EBRIX Debt Constituents
No individual debt constituents are reported in MFS Research International Fund's latest SEC N-PORT filing.
EBRIX Prospectus and SEC Filings
Official MFS Research International Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2025-12-29
- Prospectus (485BPOS) — filed 2024-12-26
- Prospectus (485BPOS) — filed 2023-12-28
- Portfolio holdings (N-PORT) — filed 2026-07-27
- Portfolio holdings (N-PORT) — filed 2026-04-24
- Portfolio holdings (N-PORT) — filed 2026-01-26
- Annual census (N-CEN) — filed 2025-11-14
- Annual census (N-CEN) — filed 2024-11-13
Related Funds
Other Developed ex-US Mid Cap Blend / Core Financials Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.