BRKIX Mutual Fund

BRKIX Mutual Fund (MFS Blended Research Emerging Markets Equity Fund Class I) is managed by MFS Investment Management with $110.3M in net assets. BRKIX expense ratio is 0.60%, holding 148 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2015-09-15.

BRKIX performance shows a YTD return of 24.25%. The 1-year return is 41.27% and the 5-year return is 10.66%. BRKIX dividend yield stands at 1.99%, paid annually.

BRKIX 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 BRKIX holdings, BRKIX sectors, or BRKIX dividends.

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