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MEDCX:NASDAQ

MFS Emerging Markets Debt Fund Class C – MEDCX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
16.00-0.04 (-0.25%)14.83 - 16.530.0

Market data as of 6:05PM 05/24/13. Quotes are delayed by at least 15 min.

Overview - MEDCX

The investment seeks total return with an emphasis on high current income, but also considering capital appreciation. The fund normally invests at least 80% of its net assets in debt instruments of issuers that are tied economically to emerging market countries. Emerging market countries include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. It is non-diversified.

Growth of $10,000 (10 Years)

Total Return10.73%
Yield (Trailing 12 Mo.)3.88%
Expense Ratio1.88%
Front LoadNone
Deferred Load1.00%
Minimum Investment$1,000
Management Tenure15 Years
Fund Inception05/31/2002

Trailing Total Returns - MEDCX

as of 04/30/2013
TimeframeMEDCXS&P 500Emerging Markets Bond
1 Month2.19%1.93%2.45%
3 Month1.25%7.18%1.65%
Year-to-Date0.33%12.74%1.88%
1 Year10.79%16.89%11.21%
3 Year9.30%12.80%9.64%
5 Year9.27%5.21%9.02%
10 Year9.91%7.88%10.07%
Since Inception10.73%10.38%--

Sector Allocation - MEDCX

as of 04/30/2013
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - MEDCX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
2.722.72
Other0.40
 
 
0.26-0.14
Foreign Stock0.00
 
 
0.000.00
Foreign Bond0.00
 
 
87.5987.59
Total0.4090.5790.17
Cash0.00
 
 
9.839.83
Total Net Assets$7.58B
Total Stock Holdings0
Total Bond Holdings358

Bond Credit Quality - MEDCX

as of 04/30/2013
AAA6.99%
AA7.33%
A4.19%
BBB37.46%
BB27.43%
B20.85%
Below B0.37%
Not Rated-4.62%

Top Ten Holdings - MEDCX

as of 04/30/2013
CompanyYTD Return% of Assets
Russian Federation 7.5%--2.33%
Bolivarian Republic Venezuela 12.75%--1.92%
United Mexican Sts Mtn Be 5.125%--1.74%
Bolivarian Republic Venezuela 11.75%--1.67%
Bolivarian Republic Venezuela 11.95%--1.62%
Republic Of Venezuela 7.75%--1.58%
Philippines Rep 6.375%--1.51%
United Mexican Sts Mtn Be 3.625%--1.37%
Republic Of Turkey 6.25%--1.19%
Philippines Rep 5.5%--1.16%

Valuation & Growth - MEDCX

as of 04/30/2013
ValuationMEDCXCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - MEDCX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskBelow Avg
ReturnAvg
Key:  Lo 
 Hi

Tax Analysis - MEDCX, 3 Year Avg

Pretax Return9.30%
Tax-adjusted Return7.33%
Tax Cost Ratio1.80%
Potential Cap Gains9.43%

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