MFS® Emerging Markets Equity Fund

Fund Overview

Objective

Seeks capital appreciation.

Key Differentiators

  • 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

Managers

Fund Information

MEMAXSYMBOL

$27.73

DAILY NAV AS OF 3/3/15

$751 M NET ASSETS AS OF 1/31/15
Fund Commencement
10/24/95
Class Inception
10/24/95
Net Assets ($M)
As of 1/31/15
$751.85
Maximum Sales Charge
5.75%
Net Asset Value (NAV)
As of 3/3/15
$27.73
NAV Change
$0.01  | 0.04%
Fiscal Year End
MAY
Fund Number
85
Gross Expense ratio
1.69 %
Net Expense ratio
1.67 %

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. These reductions will continue until at least September 30, 2015.

Top 10 Holdings Details

As of 1/31/15

Taiwan Semiconductor Manufacturing Co Ltd
Naspers Ltd
Samsung Electronics Co Ltd
China Construction Bank Corp
MediaTek Inc
Housing Development Finance Corp Ltd
Cognizant Technology Solutions Corp
LG Household & Health Care Ltd
Techtronic Industries Co Ltd
SABMiller PLC

30.47% of total net assets

Total number of holdings: 111

Full and Historical Holdings

The portfolio is actively managed, and current holdings may be different.

Average Annual Total Returns % Details

These results represent the percent change in net asset value.

As of 2/28/15 (YTD Updated Daily, as of 3/3/15) As of 12/31/14
 

*YTD Updated Daily as of 3/3/15 , 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.

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.

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.

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

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

Product Insights

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.