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Morningstar

MFS Emerging Markets Debt B MEDBX

Morningstar Analyst Rating
Quantitative rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 12.08  /  0.62 %
  • Total Assets 7.1 Bil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.800%
  • Distribution Fee Level Low
  • Share Class Type —
  • Category Emerging Markets Bond
  • Credit Quality / Interest Rate Sensitivity Low / Extensive
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 5.61%
  • Effective Duration 6.78 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis MEDBX

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

People Pillar

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

Summary

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MFS Emerging Markets Debt B boasts strong People and Process Pillar ratings, but other weaknesses hold this strategy's Morningstar Quantitative Rating at Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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