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MFS Blended Research Em Mkts Eq R4 BRKUX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 12.95  /  −0.08 %
  • Total Assets 65.1 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 2.66%
  • Turnover 63%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis BRKUX

Will BRKUX outperform in future?

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

MFS Blended Research Em Mkts Eq R4’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-lowest fee quintile among peers.

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Portfolio Holdings BRKUX

  • 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