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MFS Emerging Markets Equity Research C (EEMRX)

7.87 +0.02 (+0.25%)
At close: 8:00 PM EDT

Fund Summary

MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in equity securities of issuers that are tied economically to emerging market countries. It may also invest in equity securities of issuers that are not tied economically to emerging market countries. MFS may invest the fund’s assets in securities of companies of any size. It is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 8.18%
Worst 1Y Total Return --
Number of Years Up 1
Number of Years Down 1

Performance & Risk

YTD Return 5.37%
5y Average Return 0.00%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
EEMRXCategory AverageEEMRXCategory AverageEEMRXCategory Average
Alpha -7.25 0.02 -- 0.01 -- -0.01
BETA 0.98 0.01 -- 0.01 -- 0.01
Mean Annual Return -0.47 0.01 -- 0.01 -- 0
R-squared 75.66 0.82 -- 0.79 -- 0.8
Standard Deviation 18.43 0.2 -- 0.17 -- 0.18
Sharpe Ratio -0.49 0.01 -- 0.01 -- 0
Treynor Ratio -10.51 0.1 -- 0.11 -- 0.04

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