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MFS Emerging Markets Equity BMEMBX

Performance (before sales charge)

As of 08/31/2022

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 07/31/2022
Stock
1.01%
Non-U.S. Stock
97.48%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
1.51%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 07/31/2022

Basic materials

7.50%

Consumer cyclical

14.61%

Financial services

18.64%

Real estate

2.92%

Consumer defensive

11.42%

Health care

2.03%

Utilities

1.40%

Communication services

11.69%

Energy

3.88%

Industrials

3.25%

Technology

21.15%

Top 10 holdings

As of 07/31/2022

Taiwan Semiconductor Manufacturing Co Ltd
8.47%
Samsung Electronics Co Ltd
6.15%
Tencent Holdings Ltd
5.34%
Alibaba Group Holding Ltd ADR
3.28%
HDFC Bank Ltd
2.67%
Yum China Holdings Inc
2.52%
Tata Consultancy Services Ltd
2.33%
AIA Group Ltd
2.01%
UPL Ltd
1.95%
Samsung Fire & Marine Insurance Co Ltd
1.93%
Fund assets

$6.3 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.