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Morningstar

MFS Emerging Markets Debt R1 MEDDX

Morningstar Analyst Rating
Quantitative rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 11.91  /  0.07 %
  • Total Assets 7.1 Bil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.800%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Small
  • Category Emerging Markets Bond
  • Credit Quality / Interest Rate Sensitivity Low / Extensive
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 5.61%
  • Effective Duration 6.78 years

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis MEDDX

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

People Pillar

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

Summary

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MFS Emerging Markets Debt R1 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 most expensive quintile among peers.

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