MFS Active International ETF (MFSI)

Overview

The MFS Active International ETF is an actively managed fund focused on international equity investments, seeking long-term capital appreciation by investing in a diversified portfolio of non-U.S. companies.

Reputation and Reliability

MFS Investment Management has a long-standing reputation in the investment industry, known for its active management capabilities and global reach.

Management Expertise

The management team consists of experienced portfolio managers and analysts with expertise in international markets and active investment strategies.

Goal

To achieve long-term capital appreciation.

Investment Approach and Strategy

Strategy: The ETF employs an active management strategy, selecting securities based on fundamental research and analysis of individual companies and macroeconomic factors.

Composition Primarily invests in a diversified portfolio of equity securities of companies located outside the United States.

Market Share: Data not available.

Total Net Assets (AUM):

Key Competitors

• VEA
• IXUS
• ACWX

Competitive Landscape

The international equity ETF market is highly competitive, with a mix of passive and active funds. MFS Active International ETF differentiates itself through its active management approach, aiming to outperform passive benchmarks. However, this approach comes with potentially higher fees and the risk of underperformance compared to passive alternatives.

Historical Performance: Data not available.

Benchmark Comparison: Data not available.

Expense Ratio:

Average Trading Volume

Data not available.

Bid-Ask Spread

Data not available.

Market Environment Factors

Global economic conditions, political stability in international markets, currency fluctuations, and sector-specific growth prospects influence the ETF's performance.

Growth Trajectory

Growth depends on the active management's ability to identify and capitalize on investment opportunities in international markets, adapting to changing market conditions and economic cycles.

Competitive Edge

MFS Active International ETF's advantage lies in its active management approach, leveraging experienced portfolio managers and fundamental research to identify undervalued international companies. This allows for potential outperformance compared to passive index funds. The fund's investment process emphasizes a bottom-up approach, focusing on individual company analysis and long-term growth potential. However, active management also carries the risk of underperforming the benchmark index.

Volatility

Data not available.

Market Risk

Exposure to international markets entails risks such as currency fluctuations, political instability, and differing accounting standards, which can impact the ETF's performance.

Ideal Investor Profile

Investors seeking long-term capital appreciation with a tolerance for moderate risk and a preference for active management in international equity markets.

Market Risk

Suitable for long-term investors who believe active management can generate superior returns in the international equity space.

MFS Active International ETF is an actively managed fund targeting long-term capital appreciation through investments in international equities. Its active approach, driven by fundamental research, aims to outperform passive benchmarks. However, active management entails higher fees and the potential for underperformance. The fund is best suited for long-term investors comfortable with international market risks and seeking the potential benefits of active management.

Data Sources:

• MFS Investment Management Website
• Various Financial Data Providers

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual financial circumstances and risk tolerance. Past performance is not indicative of future results.