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MFS Blended Research Em Mkts Eq A (BRKAX)

20.62 +0.19 (+0.93%)
At close: 8:00:16 PM EST
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  • Previous Close 20.43
  • YTD Return 18.46%
  • Expense Ratio 0.85%
  • Category Diversified Emerging Mkts
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 257.21M
  • Beta (5Y Monthly) 1.05
  • Yield 1.77%
  • 5y Average Return --
  • Holdings Turnover 80.00%
  • Last Dividend 0.38
  • Inception Date Sep 15, 2015

The fund normally invests at least 80% of the fund's net assets in equity securities of issuers that are tied economically to emerging market countries. Emerging market countries are countries whose financial and capital markets are in the development phase and include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. The fund may invest the fund's assets in securities of companies of any size.

MFS

Fund Family

Diversified Emerging Mkts

Fund Category

257.21M

Net Assets

2015-09-15

Inception Date

Performance Overview

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Trailing returns as of 11/5/2026. Category is Diversified Emerging Mkts.

YTD Return

BRKAX
18.46%
Category
8.73%

1-Year Return

BRKAX
19.07%
Category
41.79%

3-Year Return

BRKAX
25.45%
Category
11.48%

5-Year Return

BRKAX
9.53%
Category
12.18%

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