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Morningstar

MFS Emerging Markets Equity B MEMBX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 28.84  /  0.21 %
  • Total Assets 7.0 Bil
  • Adj. Expense Ratio
    2.060%
  • Expense Ratio 2.060%
  • Distribution Fee Level Average
  • Share Class Type —
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.00
  • Turnover 38%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MEMBX

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

People Pillar

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

Experience is a dear teacher.

Director

Summary

| by Dan Culloton

The Morningstar Analyst Rating of MFS Emerging Markets Equity's cheapest share class drops to Bronze from Silver owing to expenses and shifting dynamics in its Morningstar Category, while its more expensive shares stay Bronze or Neutral.

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