About BRKAX
MFS Blended Research Emerging Markets Equity Fund Class A is an actively managed mutual fund designed to provide capital appreciation by investing primarily in equities from emerging market economies. The fund distinguishes itself through a blended investment approach, integrating both fundamental and quantitative research methods. By targeting high-quality companies that are attractively valued and possess catalysts for long-term growth, the fund aims to build a disciplined and diversified portfolio. Typically, at least 80% of the fund’s assets are allocated to equity securities of issuers with significant economic ties to emerging markets, covering a range of sectors such as technology, financial services, consumer goods, energy, and industrials.
The fund references the MSCI Emerging Markets Index as its benchmark, reflecting its focus on opportunities across developing regions including Asia, Latin America, Eastern Europe, and Africa. Since its inception in 2015, the fund has sought to capitalize on the growth potential of emerging markets while managing risk through diversified holdings and rigorous research. With a net asset value updated daily and a defined sales charge structure, the fund serves investors looking for exposure to dynamic international markets within a professionally managed framework.
Fund Family MFS
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BRKAX
Share Class A
Index MSCI EM (Emerging Markets) NR USD
BRKAX had a total return of 40.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.25%.
