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MFS Emerging Markets Equity R1 (MEMRX)

29.41 Up 0.03(0.10%) May 17


Profile as of Feb 27, 2013Get Profile for:
MFS Emerging Markets Equity R1
MFS SERIES TRUST X500 BOYLSTON STBOSTON MA 02116
Map
Phone: 800-225-2606
Fund Overview 
Category:Diversified Emerging Mkts
Fund Family:MFS
Net Assets:741.66M
Year-to-Date Return:-0.68%
Yield:0.39%
Morningstar Rating:3 stars
Fund Inception Date:Sep 30, 2008
Morningstar Style Box 
Diversified Emerging Mkts
[View Category Definition]
View Top Diversified Emerging Mkts Funds
About the Morningstar Style Box
Management Information 
Robert Lau
Lead Manager since Jun 11, 2009
Lau is investment officer of MFS. He employed in the Investment area of MFS since 2001.
Investment Information 
Min Initial Investment:0
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
MEMRX can be purchased from 14 brokerages.

Fund Summary 
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities of issuers that are tied economically to emerging market countries. Emerging market countries include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. The adviser may also invest in equity securities of issuers that are not tied economically to emerging market countries.

Fund Operations 
Last Dividend (Dec 12, 2012) : 0.11
Last Cap Gain : 0.00
Annual Holdings Turnover (May 13, 2013) : 28.00%
Average for Category:60.67%
Fees & Expenses 
ExpenseMEMRXCategory Avg
Annual Report Expense Ratio (net):2.41%1.60%
Prospectus Net Expense Ratio:2.46%N/A
Prospectus Gross Expense Ratio:2.47%N/A
Max 12b1 Fee:1.00%N/A
Max Front End Sales Load:N/A5.33%
Max Deferred Sales Load: N/A1.77%
3 Yr Expense Projection*:769934
5 Yr Expense Projection*:1,3151,313
10 Yr Expense Projection*:2,8052,721
* Per $10,000 invested