Morningstar

MFS Emerging Markets Equity Fund Class A MEMAX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 49.73  /  +0.85 %
  • Total Assets 10.0B
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.12%
  • Turnover 36%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MEMAX

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

  • People Pillar

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

The strategy remains in qualified hands following a recent manager change.

Associate Analyst Stephanie Ting

Stephanie Ting

Associate Analyst

Summary

MFS Emerging Markets Equity is still in qualified hands despite a recent manager change. The strategy continues to earn Above Average People and Process ratings.

by Stephanie Ting
Rated on Published on

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Portfolio Holdings MEMAX

More MEMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

13.35 1B
Technology

Samsung Electronics Co Ltd

10.26 1B
Technology

Tencent Holdings Ltd

4.29 444M
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

3.45 357M
Consumer Cyclical

Hon Hai Precision Industry Co Ltd

3.13 324M
Technology

SK Hynix Inc

2.75 285M
Technology

ASE Technology Holding Co Ltd

2.67 276M
Technology

MediaTek Inc

2.32 241M
Technology

HDFC Bank Ltd

2.10 218M
Financial Services

Delta Electronics Inc

1.99 206M
Technology

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