MEMBX – MFS Emerging Markets Equity B Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of issuers that are tied economically to emerging market countries. Emerging markets are countries determined to have emerging market economies based on factors that demonstrate the country's financial and capital markets are in the development phase. The adviser may also invest in equity securities of issuers that are not tied economically to emerging market countries.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MEMIX	MFS Emerging Markets Equity Fund Class I	Institutional	Open			Jan 2, 1997	$239.84M	1.060%	Above Average	$0	$48.73M
MEMAX	MFS Emerging Markets Equity Fund Class A	Front Load	Open			Oct 24, 1995	$243.52M	1.310%	Average	$1,000	−$3.90M
MEMBX	MFS Emerging Markets Equity Fund Class B	Deferred Load	Closed			Oct 24, 1995	$90,049.00	2.060%	High	$1,000	−$155,434.73
MEMCX	MFS Emerging Markets Equity Fund Class C	Level Load	Open			Jun 27, 1996	$4.54M	2.060%	Average	$1,000	$1.23M
MEMHX	MFS Emerging Markets Equity Fund Class R4	Retirement, Large	Open			Oct 1, 2008	$9.08M	1.060%	High	$0	−$281,093.39
MEMJX	MFS Emerging Markets Equity Fund Class R6	Retirement, Large	Open			Jun 1, 2012	$9.38B	0.940%	Average	$0	−$1.70B
MEMGX	MFS Emerging Markets Equity Fund Class R3	Retirement, Medium	Open			Oct 1, 2008	$10.02M	1.310%	Below Average	$0	−$1.12M
MEMFX	MFS Emerging Markets Equity Fund Class R2	Retirement, Medium	Open			Oct 1, 2008	$3.24M	1.560%	Average	$0	$47,853.70
MEMRX	MFS Emerging Markets Equity Fund Class R1	Retirement, Small	Open			Oct 1, 2008	$724,432.00	2.060%	High	$0	−$665,043.39

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