MFS Emerging Markets Equity I
500 Boylston St 15th Fl Boston MA 02116
Map
Phone: 800-225-2606
| Category: | Diversified Emerging Mkts | | Fund Family: | MFS | | Net Assets: | 161.85M | | Year-to-Date Return: | 57.22% | | Yield: | 1.15% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-97 |
|
Nicholas D. Smithie
Lead Manager since
01-Aug-02 | | | investment officer; emerging markets equity portfolio manager Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. Joined MFS in 1998 as an Equity Research Analyst following a variety of industries including banks, telecommunications, technology, basic materials, and extraction industries; named Portfolio Manager in 2000. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities of issuers that are tied economically to emerging-market countries. Such countries are located in Latin America, Asia, Africa, the Middle East, and the developing countries of Europe, primarily Eastern Europe. |
| Last Dividend
(16-Dec-08):
| 0.35 | | Last Cap Gain
(16-Dec-08):
| 2.83 | | Annual Holdings Turnover
| 93.00% | | Average for Category:
| 88.64% |
|
| Expense | MEMIX | Category
Avg | | Total Expense Ratio: | 1.72%
| 1.71% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.54% | | Max Deferred Sales Load: | %
| 2.44% | | 3 Yr Expense Projection*: |
$ 542 | $738 | | 5 Yr Expense Projection*: |
$ 933 | $1,140 | | 10 Yr Expense Projection*: |
$ 2,030 | $2,299 |
|
|
2.03% Nasdaq 
0.02 (0.07%) 
Profile
