Morningstar

MFS Blended Research Emerging Markets Equity Fund Class B BRKBX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 22.48  /  +0.99 %
  • Total Assets 211.9M
  • Adj. Expense Ratio
    1.990%
  • Expense Ratio 1.990%
  • Distribution Fee Level Low
  • Share Class Type Deferred Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 1.06%
  • Turnover 57%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BRKBX

Will BRKBX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRKBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRKBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRKBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Blended Research Em Mkts Eq B holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BRKBX

More BRKBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

14.12 30M
Technology

SK Hynix Inc

6.82 14M
Technology

Samsung Electronics Co Ltd

6.22 13M
Technology

Tencent Holdings Ltd

3.21 7M
Communication Services

Lenovo Group Ltd

2.41 5M
Technology

MediaTek Inc

2.21 5M
Technology

Hon Hai Precision Industry Co Ltd

2.10 4M
Technology

Samsung Electronics Co Ltd Participating Preferred

2.02 4M
Technology

China Construction Bank Corp Class H

1.97 4M
Financial Services

Delta Electronics Inc

1.85 4M
Technology

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