MFS Blended Research Emerging Markets Equity Fund Class R4
BRKUX
NASDAQ
| Weiss Ratings | BRKUX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BRKUX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | James C. Fallon (10), Matthew W. Krummell (10), Jonathan W. Sage (10), 3 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | BRKUX-NASDAQ | Click to Compare |
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| Fund Name | MFS Blended Research Emerging Markets Equity Fund Class R4 | |||
| 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 | BRKUX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.92% | |||
| Dividend | BRKUX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 3.09% | |||
| Asset Allocation | BRKUX-NASDAQ | Click to Compare |
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| Cash | 19.87% | |||
| Stock | 80.05% | |||
| U.S. Stock | 0.50% | |||
| Non-U.S. Stock | 79.55% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.08% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BRKUX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.81% | |||
| 30-Day Total Return | -12.01% | |||
| 60-Day Total Return | -8.90% | |||
| 90-Day Total Return | 1.21% | |||
| Year to Date Total Return | 1.49% | |||
| 1-Year Total Return | 32.41% | |||
| 2-Year Total Return | 48.09% | |||
| 3-Year Total Return | 60.48% | |||
| 5-Year Total Return | 35.04% | |||
| Price | BRKUX-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 | BRKUX-NASDAQ | Click to Compare |
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| Nav | $18.30 | |||
| 1-Month Low NAV | $18.30 | |||
| 1-Month High NAV | $20.67 | |||
| 52-Week Low NAV | $12.56 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $21.14 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | BRKUX-NASDAQ | Click to Compare |
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| Beta | 0.89 | |||
| Standard Deviation | 12.01 | |||
| Balance Sheet | BRKUX-NASDAQ | Click to Compare |
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| Total Assets | 149.01M | |||
| Operating Ratios | BRKUX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.99% | |||
| Turnover Ratio | 57.00% | |||
| Performance | BRKUX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 6.75% | |||
| Last Bear Market Total Return | -11.31% | |||