MFS Emerging Markets Equity Fund Class A (MEMAX)

Fund Assets	7.22B
Expense Ratio	1.31%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	0.79
Dividend Yield	2.19%
Dividend Growth	5.56%
Payout Frequency	Annual
Ex-Dividend Date	n/a

Previous Close	34.76
YTD Return	6.04%
1-Year Return	16.33%
5-Year Return	30.27%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	110
Inception Date	Oct 24, 1995

About MEMAX

The Fund's investment strategy focuses on Emerging Markets with 1.3% total expense ratio. The minimum amount to invest in MFS Series Trust X: MFS Emerging Markets Equity Fund; Class A Shares is $1,000 on a standard taxable account. MFS Series Trust X: MFS Emerging Markets Equity Fund; Class A Shares seeks capital appreciation. MEMAX normally invests at least 80% of its net assets in equity securities of issuers that are tied economically to emerging market countries. MEMAX may invest in companies of any size, and may invest a relatively large percentage of its assets in a single country.

• Fund Family: MFS Funds Class A
• Category: Diversified Emerging Mkts
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MEMAX
• Share Class: A
• Index: MSCI EM (Emerging Markets) NR USD

Performance

MEMAX had a total return of 16.33% in the past year. Since the fund's inception, the average annual return has been 5.24%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
undefined	Fidelity	Strategic Advisers Fidelity Emerging Markets Fund	0.36%
undefined	Fidelity	Fidelity Emerging Markets Index Fund	0.08%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MEMJX	R6	0.94%
MEMIX	I	1.06%
MEMHX	R4	1.06%
MEMGX	R3	1.31%

Top 10 Holdings

34.29% of assets

Name	Symbol	Weight
Taiwan Semiconductor Manufacturing Company Limited	2330	9.35%
Tencent Holdings Limited	0700	5.96%
Alibaba Group Holding Limited	BABAF	3.72%
Samsung Electronics Co., Ltd.	005930	3.50%
Infosys Limited	INFY	2.38%
China Construction Bank Corporation	0939	2.09%
HDFC Bank Limited	HDFCBANK	1.85%
Tata Consultancy Services Limited	TCS	1.84%
NetEase, Inc.	NTES	1.82%
Delta Electronics, Inc.	2308	1.78%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 17, 2024	$0.79129	Dec 18, 2024
Dec 19, 2023	$0.74958	Dec 20, 2023
Dec 8, 2022	$0.27754	Dec 9, 2022
Dec 9, 2021	$0.69868	Dec 10, 2021
Dec 10, 2020	$0.20365	Dec 11, 2020
Dec 12, 2019	$0.58196	Dec 12, 2019