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) | Matthew W. Krummell (10), Jonathan W. Sage (10), John (Jed) E. Stocks (10), 2 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 | 1.73% | |||
| Dividend | BRKUX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 3.18% | |||
| Asset Allocation | BRKUX-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 | BRKUX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.65% | |||
| 30-Day Total Return | 0.47% | |||
| 60-Day Total Return | 3.56% | |||
| 90-Day Total Return | 1.57% | |||
| Year to Date Total Return | 28.73% | |||
| 1-Year Total Return | 35.37% | |||
| 2-Year Total Return | 62.85% | |||
| 3-Year Total Return | 107.41% | |||
| 5-Year Total Return | 74.85% | |||
| 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 | $23.21 | |||
| 1-Month Low NAV | $22.78 | |||
| 1-Month High NAV | $23.65 | |||
| 52-Week Low NAV | $17.34 | |||
| 52-Week Low NAV (Date) | Dec 17, 2025 | |||
| 52-Week High NAV | $23.91 | |||
| 52-Week High Price (Date) | Jun 22, 2026 | |||
| Beta / Standard Deviation | BRKUX-NASDAQ | Click to Compare |
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| Beta | 0.88 | |||
| Standard Deviation | 15.49 | |||
| Balance Sheet | BRKUX-NASDAQ | Click to Compare |
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| Total Assets | 223.40M | |||
| 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 | 50.08% | |||
| Last Bear Market Total Return | -11.31% | |||