Morningstar

MFS Emerging Markets Equity Research Fund A EEMPX

Medalist Rating as of Aug 31, 2026 See MFS Investment Hub

Strategy

The investment seeks seek capital appreciation. MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in equity securities of issuers that are tied economically to emerging market countries. It may also invest in equity securities of issuers that are not tied economically to emerging market countries. MFS may invest the fund’s assets in securities of companies of any size. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EEMIX	MFS Emerging Markets Equity Research Fund I	Institutional	Open			Feb 23, 2021	$190,708.00	1.060%	Above Average	$0	$37,088.40
EEMPX	MFS Emerging Markets Equity Research Fund A	Front Load	Open			Feb 23, 2021	$880,593.00	1.310%	Average	$1,000	$610,947.18
EEMRX	MFS Emerging Markets Equity Research Fund C	Level Load	Open			Feb 23, 2021	$166,052.00	2.060%	Average	$1,000	$31,520.60
EEMGX	MFS Emerging Markets Equity Research Fund R4	Retirement, Large	Open			Feb 23, 2021	$88,760.00	1.060%	High	$0	$82.99
EEMHX	MFS Emerging Markets Equity Research Fund R6	Retirement, Large	Open			Feb 23, 2021	$3.89M	0.990%	Above Average	$0	$126,358.07
EEMEX	MFS Emerging Markets Equity Research Fund R2	Retirement, Medium	Limited			Feb 23, 2021	$86,452.00	1.560%	Average	$0	$158.19
EEMFX	MFS Emerging Markets Equity Research Fund R3	Retirement, Medium	Open			Feb 23, 2021	$87,599.00	1.310%	Below Average	$0	$133.73
EEMDX	MFS Emerging Markets Equity Research Fund R1	Retirement, Small	Limited			Feb 23, 2021	$84,203.00	2.060%	High	$0	$71.94

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