2 / 5 Stars
2 3 1 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#44 in Diversified Emerging Mkts
U.S. News evaluated 201 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -13.36 percent over the past year, -4.68 percent over the past three years, 13.56 percent over the past five years, and 8.35 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-7.7%|
|3 Years (Annualized)||-4.7%|
|5 Years (Annualized)||13.6%|
|10 Years (Annualized)||8.3%|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of issuers that are tied economically to emerging market countries. Emerging market countries include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. The adviser may also invest in equity securities of issuers that are not tied economically to emerging market countries.
Fees are High compared to funds in the same category.
MFS® Emerging Markets Equity Fund has an expense ratio of 1.68 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.