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MFS Emerging Markets Debt I (MEDIX)

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MFS Emerging Markets Debt I

Management Information
Ward W. Brown,Lead Manager since June 30, 2008
Ward Brown, CFA, Ph.D., is an investment officer and fixed income portfolio manager at MFS Investment Management® (MFS®). He is a member of the Emerging Markets Debt team, and his duties include managing the firm's emerging market debt strategies in addition to conducting macroeconomic research and individual credit analysis. Ward joined MFS in 2005 as a fixed-income research analyst and was named portfolio manager in 2008. Prior to joining MFS, he served as an economist for the International Monetary Fund for eight years. Ward spent four years as a research and teaching assistant for the Financial Markets Group at the London School of Economics and Political Science and later served as a lecturer at the school in the Economics Department. Ward earned his bachelor's degree from McGill University and holds a master's and a doctoral degree in Economics from the London School of Economics and Political Science. He holds the Chartered Financial Analyst designation.
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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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryEmerging Markets Bond
Fund FamilyMFS
Net Assets6.08B
YTD Return8.44%
Morningstar Rating★★★★
Inception DateMar 16, 1998

Fund Operations

Last Dividend0.06
Last Cap Gain0.00
Holdings Turnover67.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMEDIXCategory Average
Annual Report Expense Ratio (net)0.84%1.06%
Prospectus Net Expense Ratio0.85%N/A
Prospectus Gross Expense Ratio0.85%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.94%
Max Deferred Sales LoadN/A1.41%
3 Yr Expense Projection271N/A
5 Yr Expense Projection471N/A
10 Yr Expense Projection1,049N/A