Morningstar

MFS Emerging Markets Equity Research Fund R1 EEMDX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $11.58  /  +0.43 %
  • Fund Size $5.5M
  • Adjusted Expense Ratio 2.060%
  • Net Expense Ratio 1.990%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Small
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Limited
  • TTM Yield 0.84%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis EEMDX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Emerging Markets Equity Research R1 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EEMDX

More EEMDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

14.62 839,877
Technology

SK hynix Inc

6.56 376,730
Technology

Samsung Electronics Co Ltd Participating Preferred

5.54 318,056
Technology

Tencent Holdings Ltd

3.80 218,292
Communication Services

MediaTek Inc

2.56 147,323
Technology

China Construction Bank Corp Class H

2.38 136,686
Financial Services

Samsung Fire & Marine Insurance Co Ltd

2.30 132,164
Financial Services

ASE Technology Holding Co Ltd

2.25 129,256
Technology

Hon Hai Precision Industry Co Ltd

2.08 119,426
Technology

Alibaba Group Holding Ltd ADR

2.06 118,581
Consumer Cyclical

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