MFS Blended Research Em Mkts Eq R3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
MFS Blended Research Emerging Markets Equity Fund Class R3 BRKTX
- NAV / 1-Day Return 21.81 / −2.55 %
- Total Assets 197.5M
-
Adj. Expense Ratio
1.240%
- Expense Ratio 1.240%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Diversified Emerging Mkts
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.70%
- Turnover 57%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis BRKTX
Will BRKTX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BRKTX 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 BRKTX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd | 14.61 | 27M | Technology |
Samsung Electronics Co Ltd | 5.14 | 10M | Technology |
SK Hynix Inc | 4.84 | 9M | Technology |
Tencent Holdings Ltd | 3.84 | 7M | Communication Services |
China Construction Bank Corp Class H | 2.20 | 4M | Financial Services |
Alibaba Group Holding Ltd Ordinary Shares | 2.08 | 4M | Consumer Cyclical |
Samsung Electronics Co Ltd Participating Preferred | 1.88 | 3M | Technology |
PetroChina Co Ltd Class H | 1.76 | 3M | Energy |
Hon Hai Precision Industry Co Ltd | 1.74 | 3M | Technology |
Delta Electronics Inc | 1.71 | 3M | Technology |
United States