Nasdaq - Delayed Quote USD

MFS Blended Research Em Mkts Eq A (BRKAX)

12.92 +0.07 (+0.54%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.28%
5y Average Return 1.69%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 23, 2024) 38.74%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 38.74%
Worst 3Y Total Return -2.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BRKAX
Category
YTD
4.60%
8.73%
1-Month
2.69%
1.20%
3-Month
4.60%
5.47%
1-Year
8.16%
41.79%
3-Year
-3.26%
11.48%
5-Year
2.44%
12.18%
10-Year
0.00%
4.39%
Last Bull Market
24.97%
17.73%
Last Bear Market
-11.35%
-25.55%

Annual Total Return (%) History

Year
BRKAX
Category
2024
--
--
2023
9.56%
--
2022
-19.26%
--
2021
3.42%
--
2020
9.73%
17.90%
2019
18.75%
19.25%
2018
-16.66%
-16.07%
2017
38.74%
34.17%

2016
14.43%
8.47%
2015
--
-13.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.60% -- -- --
2023 5.95% 1.22% -3.14% 5.46%
2022 -6.78% -11.35% -11.49% 10.40%
2021 5.69% 5.71% -7.46% 0.03%
2020 -25.44% 15.54% 8.60% 17.30%
2019 10.55% 1.40% -5.28% 11.85%
2018 2.86% -8.73% -0.65% -10.64%
2017 12.75% 6.17% 8.69% 6.63%
2016 6.03% 1.93% 8.79% -2.67%
2015 0.04% -- -- --

Rank in Category (By Total Return)

YTD 20
1-Month 30
3-Month 20
1-Year 59
3-Year 43
5-Year 62

Load Adjusted Returns

1-Year 1.94%
3-Year -5.15%
5-Year 1.23%
10-Year --

Performance & Risk

YTD Return 4.28%
5y Average Return 1.69%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family MFS
Net Assets 64.59M
YTD Return 4.60%
Yield 2.32%
Morningstar Rating
Inception Date Sep 15, 2015

Fund Summary

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 are countries whose financial and capital markets are in the development phase and include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. The fund may invest the fund's assets in securities of companies of any size.

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