Morningstar

MFS Emerging Markets Equity Fund Class R4 MEMHX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 50.77  /  +0.95 %
  • Total Assets 9.9B
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.28%
  • Turnover 45%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:06 AM GMT+0

Morningstar’s Analysis MEMHX

Will MEMHX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MEMHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MEMHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MEMHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The strategy remains in qualified hands following a recent manager change.

Associate Analyst Stephanie Ting

Stephanie Ting

Associate Analyst

Summary

MFS Emerging Markets Equity is still in qualified hands despite a recent manager change. The strategy continues to earn Above Average People and Process ratings.

by Stephanie Ting
Rated on Published on

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Portfolio Holdings MEMHX

More MEMHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

13.75 1B
Technology

Samsung Electronics Co Ltd

8.46 874M
Technology

Tencent Holdings Ltd

4.66 482M
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

3.85 397M
Consumer Cyclical

SK hynix Inc

3.58 370M
Technology

Hon Hai Precision Industry Co Ltd

2.85 294M
Technology

Currency Cash CASH_USD

2.81 290M
Cash and Equivalents

MediaTek Inc

2.21 228M
Technology

HDFC Bank Ltd

1.98 205M
Financial Services

ASE Technology Holding Co Ltd

1.95 202M
Technology

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