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MFS Blended Research Em Mkts Eq BBRKBX

Performance (before sales charge)

As of 02/28/2023

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 01/31/2023
Stock
0.62%
Non-U.S. Stock
97.26%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.23%
Convertible
0.00%
Cash
1.90%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 01/31/2023

Basic materials

8.15%

Consumer cyclical

14.84%

Financial services

20.32%

Real estate

1.34%

Consumer defensive

6.97%

Health care

3.92%

Utilities

2.61%

Communication services

10.78%

Energy

4.66%

Industrials

4.68%

Technology

19.60%

Top 10 holdings

As of 01/31/2023

Taiwan Semiconductor Manufacturing Co Ltd
7.20%
Samsung Electronics Co Ltd
4.18%
Tencent Holdings Ltd
4.14%
Ping An Insurance (Group) Co. of China Ltd Class H
1.74%
KB Financial Group Inc
1.69%
Currency Cash CASH_USD
1.62%
Alibaba Group Holding Ltd ADR
1.55%
Meituan Class B
1.52%
Alibaba Group Holding Ltd Ordinary Shares
1.46%
Tata Consultancy Services Ltd
1.43%
Fund assets

$44.69 Million

Share class

B

Morningstar category

Diversified Emerging Mkts

Expense ratio

1.99%

Investment objective

Diversified Emerging Markets

Documents
    Compare against similar funds*

    * “Similar funds” are top 10 performing funds in the same Morningstar category and share class , defaulted to 5 Year at NAV.