About EEMPX
MFS Emerging Markets Equity Research Fund A is an open-end mutual fund focused on providing investors with capital appreciation by investing primarily in equities of companies tied economically to emerging markets. The fund emphasizes a globally diversified portfolio, seeking high-quality companies that are leaders in their respective industries, often due to proprietary products, strong distribution networks, or pricing power. Drawing on local research through on-site visits in emerging markets, the fund targets firms with the potential for above-average, durable earnings growth relative to their sector peers. MFS, the fund's adviser, employs a bottom-up, research-driven approach and is not confined to a particular investment style, blending growth and value strategies as appropriate. The fund typically allocates assets across various sectors, industries, and regions but may concentrate holdings when compelling opportunities arise. Its benchmark is the MSCI Emerging Markets Index, reflecting its focus on stocks from regions such as Latin America, Asia, Africa, the Middle East, and Eastern Europe. The fund’s structure allows investors exposure to the dynamic growth potential of developing economies, while its active management aims to navigate sector and regional risks effectively.
Fund Family MFS
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol EEMPX
Share Class A
EEMPX had a total return of 37.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.63%.
