Morningstar

MFS Emerging Markets Debt Local Currency Fund Class R4 EMLMX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 5.94  /  +0.34 %
  • Total Assets 558.0M
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Emerging-Markets Local-Currency Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.38%
  • Effective Duration 4.98 years

USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:02 AM GMT+0

Morningstar’s Analysis EMLMX

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

  • People Pillar

    The People Pillar is our evaluation of the EMLMX 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 EMLMX’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 Debt Lcl Ccy R4 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EMLMX

More EMLMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

6.78 38M
Cash and Equivalents

USD/CNH FWD 20260717 Purchased

6.20 35M
Derivative

Cash Offset

5.46 31M
—

USD/MYR NDF 20260715 Purchased

5.29 30M
Derivative

USD/THB FWD 20260717 Purchased

4.81 27M
Derivative

BRL/USD NDF 20260806 Purchased

4.16 24M
Derivative

South Africa (Republic of) 8.75%

4.03 23M
Government

Mexico (United Mexican States) 7.75%

3.45 20M
Government

Indonesia (Republic of) 5.88%

3.44 20M
Government

Malaysia (Government Of) 3.58%

3.24 18M
Government

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