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MFS Emerging Markets Debt R1 (MEDDX)

11.91
-0.03
(-0.25%)
At close: 8:01:34 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets in debt instruments 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. It may invest up to 100% of its assets in below investment grade quality debt instruments.

MFS Emerging Markets Debt R1

BOSTON MA 02199
111 HUNTINGTON AVENUE 24TH FLOOR
18006372929

Fund Overview

Category Emerging Markets Bond
Fund Family MFS
Net Assets 7.07B
YTD Return 1.73%
Yield 5.76%
Morningstar Rating
Inception Date May 31, 2002

Fund Operations

Last Dividend 0.16
Last Cap Gain -29.00
Holdings Turnover 58.00%
Average for Category --

Fees & Expenses

Expense MEDDX Category Average
Annual Report Expense Ratio (net) 1.81% 1.00%
Prospectus Net Expense Ratio 1.81% --
Prospectus Gross Expense Ratio 1.82% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.79%
Max Deferred Sales Load -- 1.19%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Neeraj Arora is an investment officer and fixed income research analyst for MFS Investment Management® (MFS®). He is a member of the portfolio management team for the firm's Strategic Income strategy, responsible for managing the emerging market debt securities within the strategy. He is a member of the firm's emerging market debt team and works closely with MFS' emerging markets debt portfolio management team to identify attractive investment opportunities. Neeraj joined MFS in 2011. He was previously a vice president and research analyst at J.P. Morgan. He added portfolio management responsibilities in 2018. He earned a bachelor's degree from Marquette University and holds a Master's of Business Administration from Georgetown University.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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