About EEMFX
MFS Emerging Markets Equity Research Fund Class R3 is a mutual fund focused on seeking capital appreciation by investing primarily in equity securities of companies tied economically to emerging market countries. The fund’s strategy emphasizes broad diversification across industries, sectors, countries, and regions within emerging markets, such as Latin America, Asia, Africa, the Middle East, and Eastern Europe. The portfolio is typically constructed with an active, bottom-up approach driven by fundamental research, leveraging insights from a team of research analysts and sector leaders.
The fund is not restricted to a specific investment style, allowing investments in growth, value, or blend equities, and may include companies of any market capitalization. Its holdings often feature industry leaders with strong pricing power, proprietary products, or robust distribution networks. MFS uses sector and industry classifications to maintain sector neutrality relative to the MSCI Emerging Markets Index, the fund’s benchmark. Class R3 shares offer eligibility to certain investors, have no initial sales charge, and carry an annual distribution fee. This fund plays a significant role for investors seeking exposure to the dynamic growth opportunities and diversification benefits of global emerging markets within a professionally managed, research-driven portfolio.
Fund Family MFS
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol EEMFX
Share Class R3
EEMFX had a total return of 37.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.81%.
