Nasdaq - Delayed Quote USD

MFS Emerging Markets Equity A (MEMAX)

35.30
+0.41
+(1.18%)
At close: 8:06:17 AM EST

Fund Summary

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 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 adviser may also invest in equity securities of issuers that are not tied economically to emerging market countries.

MFS Emerging Markets Equity A

BOSTON MA 02199
111 HUNTINGTON AVENUE 24TH FLOOR
18006372929

Fund Overview

Category Diversified Emerging Mkts
Fund Family MFS
Net Assets 7.83B
YTD Return 2.53%
Yield 2.35%
Morningstar Rating
Inception Date Jan 02, 1997

Fund Operations

Last Dividend 0.79
Last Cap Gain -5.00
Holdings Turnover 34.00%
Average for Category --

Fees & Expenses

Expense MEMAX Category Average
Annual Report Expense Ratio (net) 1.31% 1.23%
Prospectus Net Expense Ratio 1.31% --
Prospectus Gross Expense Ratio 1.36% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.16%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Harry Purcell is an investment officer, portfolio manager and equity research analyst at MFS Investment Management® (MFS®). He is a member of the firm's emerging market equity portfolio management team. As an analyst, he is responsible for identifying the most attractive investment opportunities in his assigned coverage areas. Harry works closely with MFS portfolio managers to ensure investment ideas are properly positioned within portfolios. Harry joined MFS in 2012 as an analyst and added portfolio management duties in 2017. Prior to joining MFS, he co-founded and served as a portfolio manager at Zedd Capital for three years. He previously held portfolio management roles at CQS Management Limited and Tribeca Global (part of Citigroup). He spent seven years at F&C Management Ltd., holding both the roles of pan-European fund manager and head of global technology research. He began his career in the financial services industry in 1998. Harry holds earned his Master of Arts degree from Oxford University.

Morningstar Style Box

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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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