MEDEX Mutual Fund

MEDEX Mutual Fund (MFS Emerging Markets Debt Fund Class R2) is managed by MFS Investment Management with $7.3M in net assets. MEDEX expense ratio is 1.32%, holding 436 positions across sectors including Financials, Energy, Materials. Inception date: 2008-12-01.

MEDEX performance shows a YTD return of -0.92%. The 1-year return is 2.23% and the 5-year return is 1.70%. MEDEX dividend yield stands at 4.89%, paid monthly.

MEDEX top holdings include Currency Cash Cash_USD (3.2%), Cash Offset (2.9%), Republic Of Argentina Sr Unsecured 07/35 1.5 Var (1.3%), Argentine Republic Government International Bond (1.0%), Republic of Ecuador (0.9%). Go to all MEDEX holdings, MEDEX sectors, or MEDEX dividends.

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