BRKBX Mutual Fund

BRKBX Mutual Fund (MFS Blended Research Emerging Markets Equity Fund Class B) is managed by MFS Investment Management with $428,268.34 in net assets. BRKBX expense ratio is 1.60%, holding 148 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2015-09-15.

BRKBX performance shows a YTD return of 23.57%. The 1-year return is 39.88% and the 5-year return is 9.56%. BRKBX dividend yield stands at 1.24%, paid annually.

BRKBX top holdings include Taiwan Semiconductor - Adr (14.6%), Samsung Electronics Ltd. (5.1%), Sk Hynix (4.8%), Tencent Holdings Ltd (3.8%), China Construction Bank Corp Ord Hkd1 Cl H (2.2%). Go to all BRKBX holdings, BRKBX sectors, or BRKBX dividends.

BRKBX can be compared against other funds. Use BRKBX overlap to find shared positions, or BRKBX vs another fund for a side-by-side view. BRKBX alternatives are available via the screener, along with tax-loss harvesting opportunities.