Morningstar

MFS Emerging Markets Equity Fund Class C MEMCX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $42.16  /  +0.74 %
  • Fund Size $9.2B
  • Adjusted Expense Ratio 2.060%
  • Net Expense Ratio 2.060%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.71%
  • Turnover Ratio 45%
NAV and 1-Day Return as of

Morningstar’s Analysis MEMCX

Will MEMCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MEMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MEMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MEMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The strategy remains in qualified hands following a recent manager change.

Associate Analyst Stephanie Ting

Stephanie Ting

Associate Analyst

Summary

MFS Emerging Markets Equity is still in qualified hands despite a recent manager change. The strategy continues to earn Above Average People and Process ratings.

by Stephanie Ting
Rated on Published on

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Portfolio Holdings MEMCX

More MEMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

14.42 1B
Technology

Samsung Electronics Co Ltd

8.82 870M
Technology

Tencent Holdings Ltd

4.54 448M
Communication Services

SK hynix Inc

3.91 385M
Technology

Alibaba Group Holding Ltd Ordinary Shares

3.72 367M
Consumer Cyclical

MediaTek Inc

2.83 279M
Technology

Hon Hai Precision Industry Co Ltd

2.66 263M
Technology

ASE Technology Holding Co Ltd

2.38 235M
Technology

HDFC Bank Ltd

2.23 220M
Financial Services

PDD Holdings Inc ADR

1.70 167M
Consumer Cyclical

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