BRKTX Mutual Fund
BRKTX Mutual Fund
MFS Blended Research Emerging Markets Equity Fund Class R3
BRKTX Mutual Fund Overview
BRKTX Mutual Fund (MFS Blended Research Emerging Markets Equity Fund Class R3) is managed by MFS Investment Management with $1.3M in net assets. BRKTX expense ratio is 0.85%, holding 148 positions across sectors including Unknown, Communication Services, Financials. Inception date: 2015-09-15.
BRKTX performance shows a YTD return of 25.03%. The 1-year return is 48.37% and the 5-year return is 9.68%. BRKTX dividend yield stands at 1.89%, paid annually.
BRKTX top holdings include Taiwan Semiconductor Manufacturing Co. Ltd. (13.8%), Samsung Electronics Co. Ltd. (5.2%), Tencent Holdings Ltd Ordinary Shares (4.3%), Hynix Semiconductor Inc (4.2%), Alibaba Group Holding Limited Ordinary Shares (2.5%). View all BRKTX holdings, sector breakdown, or dividend history.
BRKTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRKTX alternatives are available via the screener, along with tax-loss harvesting opportunities.