BRKTX Mutual Fund

BRKTX Mutual Fund (MFS Blended Research Emerging Markets Equity Fund Class R3) is managed by MFS Investment Management with $1.4M in net assets. BRKTX expense ratio is 0.85%, holding 148 positions across sectors including Communication Services, Financials, Materials. Inception date: 2015-09-15.

BRKTX performance shows a YTD return of 24.05%. The 1-year return is 40.96% and the 5-year return is 10.38%. BRKTX dividend yield stands at 1.94%, paid annually.

BRKTX top holdings include Taiwan Semiconductor Manufacturing Co. Ltd. (13.8%), Samsung Electronics (Equity) (5.2%), Tencent Holdings Ltd Ordinary Shares (4.3%), Sk Hynix Inc Common Stock KRW 5000 (4.2%), Alibaba Group Holding Limited Ordinary Shares (2.5%). Go to all BRKTX holdings, BRKTX sectors, or BRKTX dividends.

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