MFS® Emerging Markets Equity Fund

Global / Intl Equity | MEMAX
$ 34.08
$0.05 As of 12/14/17
$1.3B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information

MFS® Emerging Markets Equity Fund

Global / Intl Equity
MEMAX
$0.05 As of 12/14/17
As of 11/30/17
Global / Intl Equity | MEMAX
$ 34.08
$0.05 As of 12/14/17
$1.3B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

Globally diversified among emerging markets, focused on earnings prospects and valuations while considering rising revenues, expanding margins, and increasing cash flows

MFS locations within the Emerging Markets areas allow for discovery of local opportunities such as on-site visits to corporate headquarters, manufacturing plants, clients, suppliers, etc.

Discussions with Emerging Markets Debt team surrounding factors that aid investment choices in individual securities

Fund Information

Fund Commencement
10/24/95
Net Assets ($ M)
As of 11/30/17
$1317.79
Fiscal Year End
MAY
Benchmark
MSCI Emerging Markets Index measures emerging market stocks.
MSCI Emerging Markets Index (net div)

Top 10 Holdings

As of 11/30/17
  • Samsung Electronics Co Ltd
  • Alibaba Group Holding Ltd ADR
  • Taiwan Semiconductor Manufacturing Co Ltd
  • Baidu Inc ADR
  • Tencent Holdings Ltd
  • Housing Development Finance Corp Ltd
  • Yum China Holdings Inc
  • LUKOIL PJSC ADR
  • China Construction Bank Corp
  • Banco Bradesco SA ADR
MANAGERS

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Emerging markets can have less market structure, depth, and regulatory, custodial or operational oversight and greater political, social, and economic instability than developed markets.

Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, currency, economic, industry, political, regulatory, geopolitical, or other conditions.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 09/30/17 (*YTD Updated Daily, As of 12/14/17 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    The performance shown is attributable in part to unusual market conditions. These conditions may not be repeated in the future.
    MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Diversified Emerging Mkts

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Diversified Emerging Mkts

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Sales Charges

    Class A shares ("A") results include the maximum sales charge.

    Annual Rate of Return %
    Pricing & Distributions