Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
2.06% 7.513B 0.00% 37.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
2.161B -5.77% Upgrade Upgrade

Basic Info

Investment Strategy
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 are countries whose financial and capital markets are in the development phase and 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.
General
Security Type Mutual Fund
Oldest Share Symbol MEMAX
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Diversified Emerging Mkts
Category Index MSCI EM NR USD
Prospectus Objective Diversified Emerging Markets
Fund Owner Firm Name MFS
Prospectus Benchmark Index
MSCI EM NR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
José Luis García 13.07 yrs
Harry Purcell 4.34 yrs
Rajesh Nair 0.25 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 7
2.161B
-3.834B Category Low
14.34B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of November 30, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of December 03, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
-7.59%
-13.56%
7.78%
36.38%
-14.69%
18.88%
9.33%
-8.83%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
4.25%
-4.61%
-12.68%
10.51%
40.91%
-15.50%
22.11%
23.63%
-5.60%
--
--
--
--
--
--
17.15%
-3.60%
-4.57%
-14.40%
7.91%
40.03%
-21.53%
16.66%
18.76%
-2.15%
As of December 03, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (12-3-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 15.17
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of October 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of October 31, 2021

Asset Allocation

As of October 31, 2021.
Type % Net % Long % Short
Cash 1.98% Upgrade Upgrade
Stock 98.02% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Taiwan Semiconductor Manufacturing Co Ltd
8.78% -- --
Samsung Electronics Co Ltd
5.10% -- --
Tencent Holdings Ltd
4.64% -- --
Alibaba Group Holding Ltd ADR 4.59% 123.53 10.33%
Sberbank of Russia PJSC
3.44% -- --
Prosus NV Ordinary Shares - Class N
2.46% -- --
Yum China Holdings Inc 2.40% 50.88 4.57%
Tata Consultancy Services Ltd
2.33% -- --
AIA Group Ltd
2.28% -- --
Samsung Fire & Marine Insurance Co Ltd
2.27% -- --

Fees & Availability

Fees
Actual 12B-1 Fee Upgrade
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
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 are countries whose financial and capital markets are in the development phase and 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.
General
Security Type Mutual Fund
Oldest Share Symbol MEMAX
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Diversified Emerging Mkts
Category Index MSCI EM NR USD
Prospectus Objective Diversified Emerging Markets
Fund Owner Firm Name MFS
Prospectus Benchmark Index
MSCI EM NR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
José Luis García 13.07 yrs
Harry Purcell 4.34 yrs
Rajesh Nair 0.25 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (12-3-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 15.17
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of October 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of October 31, 2021

Fund Details

Key Dates
Inception Date 10/1/2008
Last Annual Report Date 5/31/2021
Last Prospectus Date 9/28/2021
Share Classes
MEMAX A
MEMBX B
MEMCX C
MEMFX Retirement
MEMGX Retirement
MEMHX Retirement
MEMIX Inst
MEMJX Retirement
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No