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Morningstar

MFS Blended Research Em Mkts Eq I BRKIX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 13.44  /  +0.60 %
  • Total Assets 65.8 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.59%
  • Turnover 63%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BRKIX

Will BRKIX outperform in 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 BRKIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRKIX 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 BRKIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MFS Blended Research Em Mkts Eq I’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BRKIX

More BRKIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.41 6.1 Mil
Technology

Samsung Electronics Co Ltd

5.04 3.3 Mil
Technology

Tencent Holdings Ltd

3.93 2.5 Mil
Communication Services

Hon Hai Precision Industry Co Ltd

2.23 1.4 Mil
Technology

Alibaba Group Holding Ltd Ordinary Shares

1.87 1.2 Mil
Consumer Cyclical

Tata Consultancy Services Ltd

1.64 1.1 Mil
Technology

Petroleo Brasileiro SA Petrobras

1.57 1.0 Mil
Energy

KB Financial Group Inc

1.43 924,853
Financial Services

PetroChina Co Ltd Class H

1.38 890,644
Energy

Vale SA

1.37 885,391
Basic Materials