MFS Emerging Markets Debt C 500 Boylston St 15th Fl Boston MA 02116 Map
Phone: 800-225-2606
| Category: | Emerging Markets Bond | | Fund Family: | MFS | | Net Assets: | 87.88M | | Year-to-Date Return: | 27.90% | | Yield: | 5.62% | | Morningstar Rating: |  | | Fund Inception Date: | 31-May-02 |
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Matthew W. Ryan
Lead Manager since
24-Jul-98 | | | Ryan is a senior vice president with Massachusetts Financial Services Company. Before joining MFS in 1997, he worked as an economist for four years at the International Monetary Fund and for five years as an international economist with the U.S. Treasury Department. He was named portfolio manager in 1998 and vice president in 1999. Ryan holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks total return with an emphasis on high current income, but also considering capital appreciation. The fund invests at least 80% of net assets in debt instruments of issuers that are tied economically to emerging-market countries. It may invest up to 100% of assets in lower quality debt instruments. The fund may also enter into short sales. It is nondiversified. |
| Last Dividend
(30-Sep-09):
| 0.06 | | Last Cap Gain
(30-Nov-07):
| 0.21 | | Annual Holdings Turnover
| 109.00% | | Average for Category:
| 99.80% |
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| Expense | MEDCX | Category Avg | | Total Expense Ratio: | 2.15%
| 1.33% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.10% | | Max Deferred Sales Load: | 1.00%
| 2.26% | | 3 Yr Expense Projection*: |
$ 677 | $617 | | 5 Yr Expense Projection*: |
$ 1,163 | $977 | | 10 Yr Expense Projection*: |
$ 2,502 | $1,974 |
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