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About MFS Active Exchange Traded Funds Trust MFS Active International ETF
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Inception date
Dec 5, 2024
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Massachusetts Financial Services Co.
Distributor
MFS Fund Distributors, Inc.
MFSI offers broad exposure to the global ex-US equity space. The fund primarily invests in common stocks and depositary receipts issued by companies from developed and emerging markets, excluding the US. The portfolio holds firms of any market capitalization and investment style, including companies with above-average earnings growth potential, undervalued companies, or a mix of both. The fund may invest in companies across different industries, sectors, countries, and regions. To construct the portfolio, the fund uses a bottom-up investment approach, selecting investments based on fundamental analysis of individual issuers. In addition, quantitative models are also used to assist the portfolio management team.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Technology Services
Electronic Technology
Stocks99.17%
Finance21.79%
Technology Services13.89%
Electronic Technology10.76%
Producer Manufacturing9.93%
Health Technology9.89%
Consumer Non-Durables6.40%
Process Industries4.78%
Energy Minerals3.87%
Consumer Services3.57%
Consumer Durables3.12%
Transportation2.90%
Commercial Services2.85%
Non-Energy Minerals2.10%
Retail Trade1.99%
Utilities0.99%
Distribution Services0.34%
Bonds, Cash & Other0.83%
Cash0.83%
Stock breakdown by region
Europe51.65%
Asia35.58%
North America7.73%
Latin America2.80%
Middle East1.53%
Oceania0.70%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history