MFS Blended Research Emerging Markets Equity Fund Class R3
BRKTX
NASDAQ
| Weiss Ratings | BRKTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BRKTX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Matthew W. Krummell (10), Jonathan W. Sage (10), John (Jed) E. Stocks (10), 2 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | BRKTX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Emerging Markets Equity Fund Class R3 | |||
| Category | Diversified Emerging Mkts | |||
| Sub-Category | Global Emerging Markets Equity | |||
| Prospectus Objective | Diversified Emerging Markets | |||
| Inception Date | Sep 15, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BRKTX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.70% | |||
| Dividend | BRKTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 3.18% | |||
| Asset Allocation | BRKTX-NASDAQ | Click to Compare |
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| Cash | 0.31% | |||
| Stock | 99.69% | |||
| U.S. Stock | 0.61% | |||
| Non-U.S. Stock | 99.08% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BRKTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.66% | |||
| 30-Day Total Return | 0.43% | |||
| 60-Day Total Return | 3.50% | |||
| 90-Day Total Return | 1.45% | |||
| Year to Date Total Return | 28.39% | |||
| 1-Year Total Return | 34.98% | |||
| 2-Year Total Return | 61.98% | |||
| 3-Year Total Return | 105.77% | |||
| 5-Year Total Return | 72.64% | |||
| Price | BRKTX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BRKTX-NASDAQ | Click to Compare |
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| Nav | $23.06 | |||
| 1-Month Low NAV | $22.64 | |||
| 1-Month High NAV | $23.51 | |||
| 52-Week Low NAV | $17.27 | |||
| 52-Week Low NAV (Date) | Dec 17, 2025 | |||
| 52-Week High NAV | $23.78 | |||
| 52-Week High Price (Date) | Jun 22, 2026 | |||
| Beta / Standard Deviation | BRKTX-NASDAQ | Click to Compare |
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| Beta | 0.88 | |||
| Standard Deviation | 15.52 | |||
| Balance Sheet | BRKTX-NASDAQ | Click to Compare |
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| Total Assets | 223.40M | |||
| Operating Ratios | BRKTX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.24% | |||
| Turnover Ratio | 57.00% | |||
| Performance | BRKTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 49.80% | |||
| Last Bear Market Total Return | -11.33% | |||