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MFS Emerging Markets Equity BMEMBX

Performance (before sales charge)

As of 12/31/2022

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 12/31/2022
Stock
1.12%
Non-U.S. Stock
97.27%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
1.61%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 12/31/2022

Basic materials

6.67%

Consumer cyclical

14.74%

Financial services

19.54%

Real estate

2.47%

Consumer defensive

11.17%

Health care

1.99%

Utilities

1.20%

Communication services

12.60%

Energy

4.95%

Industrials

2.39%

Technology

20.66%

Top 10 holdings

As of 12/31/2022

Taiwan Semiconductor Manufacturing Co Ltd
7.35%
Tencent Holdings Ltd
5.99%
Samsung Electronics Co Ltd
5.70%
Alibaba Group Holding Ltd Ordinary Shares
3.78%
Yum China Holdings Inc
2.52%
Ping An Insurance (Group) Co. of China Ltd Class H
2.02%
Tata Consultancy Services Ltd
2.00%
HDFC Bank Ltd
2.00%
Galp Energia SGPS SA
1.83%
UPL Ltd
1.76%
Fund assets

$6.25 Billion

Share class

B

Morningstar category

Diversified Emerging Mkts

Expense ratio

2.06%

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.