MEMAX Mutual Fund

MEMAX Mutual Fund (MFS Emerging Markets Equity Fund Class A) is managed by MFS Investment Management with $242.4M in net assets. MEMAX expense ratio is 1.31%, holding 102 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1995-10-24.

MEMAX performance shows a YTD return of 15.57%. The 1-year return is 30.21% and the 5-year return is 7.38%. MEMAX dividend yield stands at 2.14%, paid annually.

MEMAX top holdings include Taiwan Semiconductor - Adr (10.0%), Samsung Electronics (Equity) (8.6%), Tencent Holdings Ltd Ordinary Shares (5.5%), Hon Hai Precision Industry Co Ltd (2.8%), Alibaba Group Holding Limited Ordinary Shares (2.7%). Go to all MEMAX holdings, MEMAX sectors, or MEMAX dividends.

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