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Morningstar

MFS Emerging Markets Debt R4 MEDGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.98  /  0.52 %
  • Total Assets 7.0 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Emerging Markets Bond
  • Credit Quality / Interest Rate Sensitivity Low / Extensive
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 6.82%
  • Effective Duration 6.78 years

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis MEDGX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin MFS Emerging Markets Debt R4's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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