MFS® Emerging Markets Debt Fund

Average Annual Total Returns %

These results represent the percent change in net asset value.

As of 7/31/17 (YTD Updated Daily, as of 8/23/17) As of 6/30/17
 

*YTD Updated Daily as of 8/23/17, 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.

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.

Annual Rates of Return at NAV %

As of 12/31/16

 
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Rate of Return
9.21
-0.77
4.37
-6.40
18.83
5.84
11.20
30.85
-11.00
5.62
JPMorgan Emerging Markets Bond Index Global
10.19
1.23
5.53
-6.58
18.54
8.46
12.04
28.18
-10.91
6.28
 
Rate of Return
JPMorgan Emerging Markets Bond Index Global
 
2016
9.21
10.19
 
2015
-0.77
1.23
 
2014
4.37
5.53
 
2013
-6.40
-6.58
 
2012
18.83
18.54
 
2011
5.84
8.46
 
2010
11.20
12.04
 
2009
30.85
28.18
 
2008
-11.00
-10.91
 
2007
5.62
6.28
 

Overall Morningstar Ratings ™ Details

Out of 224 funds

View Overall Morningstar Ratings information

Morningstar Overall Rating As of 7/31/17 Class A Shares. Morningstar ratings are based on risk adjusted performance.

Performance Information

Start of Investment Operations
3/17/98
Class Inception
3/17/98
Max Sales Charge
4.25%
Expense Ratio (%)
Gross
1.10
Net
1.10

Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus.

Net Expense Ratio reflects the reduction of expenses from fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance.

Distributions and Yields %

As of 7/31/17
For complete information view the Prospectus
Distribution Rates
Not Including Sales Charges
4.32
Including Sales Charges
4.14

The distribution rates are computed by annualizing the current distribution rate per share (excluding short-term capital gains), and dividing the result by the public offering price (for the distribution rate including sales charge) or net asset value (for the distribution rate not including sales charge) at the end of the business day.

30-Day SEC Yields
Without Waiver
3.82
With Waiver
3.84

The fund's 30-day yield is based on the yield of a fund's investments over a 30-day period and not on the dividend paid by the fund, which may differ.

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.

Morningstar Disclosure

The Morningstar Rating for funds, or "star rating", is calculated for funds with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Morningstar rankings may vary among share classes and are based on historical total returns, which are not indicative of future results.

Class A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participants of a defined contribution plan.) Therefore, Morningstar strongly encourages investors to contact their investment professional to determine whether they are eligible to purchase the A share without paying the front load.

This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.


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