Skip to Content
Morningstar

MFS Blended Research Em Mkts Eq R6 BRKVX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis BRKVX

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

  • People Pillar

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

MFS Blended Research Em Mkts Eq R6’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 sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor