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MFS Blended Research Em Mkts Eq B (BRKBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.000.00 (0.00%)
At close: 08:00PM EDT

MFS Blended Research Em Mkts Eq B

Boston, MA 2199

111 Huntington Avenue,24th Floor

MFS Series Trust IV

1-800-637-2929
Management information
Matthew W. Krummell,Lead manager since 14 September 2015
- As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., . - Joined MFS in 2001. - Previous experience includes 3 years as Analyst at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management;. - Affiliations include CFA Institute, CFA Society of Boston,. - University of Chicago, MBA - University of California, Berkeley, BA, Phi Beta Kappa
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryDiversified Emerging Mkts
Fund familyMFS
Net assets64.59M
YTD return4.31%
Yield1.62%
Morningstar rating★★
Inception date14 Sept 2015

Fund operations

Last dividend0.21
Last cap gain0.00
Holdings turnover63.00%
Average for categoryN/A

Fees and expenses

ExpenseBRKBXCategory average
Annual report expense ratio (net)1.24%1.23%
Prospectus net expense ratio1.24%N/A
Prospectus gross expense ratio2.45%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A