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Morningstar

MFS Blended Research Em Mkts Eq R3 BRKTX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 12.86  /  −1.00 %
  • Total Assets 64.4 Mil
  • 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 —
  • Status Open
  • TTM Yield 2.35%
  • Turnover 63%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 PM GMT+0

Morningstar’s Analysis BRKTX

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

  • 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.

Strength in MFS Blended Research Em Mkts Eq R3's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BRKTX

More BRKTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

8.78 5.6 Mil
Technology

Samsung Electronics Co Ltd

4.65 3.0 Mil
Technology

Tencent Holdings Ltd

3.88 2.5 Mil
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

1.96 1.3 Mil
Consumer Cyclical

Hon Hai Precision Industry Co Ltd

1.81 1.2 Mil
Technology

KB Financial Group Inc

1.79 1.1 Mil
Financial Services

Tata Consultancy Services Ltd

1.78 1.1 Mil
Technology

Petroleo Brasileiro SA Petrobras

1.75 1.1 Mil
Energy

Kia Corp

1.48 945,998
Consumer Cyclical

Samsung Fire & Marine Insurance Co Ltd

1.45 929,180
Financial Services