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MEMAX:NASDAQ

MFS┬« Emerging Markets Equity Fund Class A – MEMAX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
29.950.42 (+1.42%)27.33 - 32.540.0

Market data as of 6:05PM 11/21/14. Quotes are delayed by at least 15 min.

Overview - MEMAX

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities 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. The adviser may also invest in equity securities of issuers that are not tied economically to emerging market countries.

Growth of $10,000 (10 Years)

Total Return6.60%
Yield (Trailing 12 Mo.)0.40%
Expense Ratio1.69%
Front Load5.75%
Deferred LoadNone
Minimum Investment$1,000
Management Tenure6 Years
Fund Inception10/24/1995

Trailing Total Returns - MEMAX

as of 10/31/2014
TimeframeMEMAXS&P 500Diversified Emerging Mkts
1 Month0.94%2.44%0.84%
3 Month-4.38%5.05%-3.08%
Year-to-Date-0.13%10.99%2.94%
1 Year-2.91%17.27%1.37%
3 Year1.55%19.77%4.30%
5 Year3.93%16.69%4.72%
10 Year8.67%8.20%9.68%
Since Inception6.60%10.67%--

Sector Allocation - MEMAX

as of 10/31/2014
Basic Materials
 
5.94%
Consumer Cyclical
 
13.94%
Financial Services
 
26.01%
Real Estate
 
1.18%
Consumer Defensive
 
12.82%
Healthcare
 
1.45%
Utilities
 
1.36%
Communication Services
 
5.70%
Energy
 
5.01%
Industrials
 
8.08%
Technology
 
18.51%

Asset Allocation - MEMAX

as of 10/31/2014
By PercentShort0%LongNet
Stock0.00
 
 
3.203.20
Bond0.00
 
 
0.000.00
Other0.00
 
 
0.110.11
Foreign Stock0.00
 
 
94.6894.68
Foreign Bond0.00
 
 
0.000.00
Total0.0097.9997.99
Cash0.98
 
 
3.002.02
Total Net Assets$786.56M
Total Stock Holdings112
Total Bond Holdings0

Top Ten Holdings - MEMAX

as of 10/31/2014
CompanyYTD Return% of Assets
Taiwan Semiconductor Manufacturing Co Ltd--4.66%
Naspers Ltd Class N11.05%2.93%
CTSH-3.17%2.76%
Kia Motors Corp0.00%2.63%
Kasikornbank Public Co Ltd DR45.74%2.51%
MediaTek Inc--2.36%
Housing Development Finance Corp Ltd--2.28%
Samsung Electronics Co Ltd-23.61%2.18%
SABl.SIG11.83%1.78%
China Construction Bank Corp H Shares5.00%1.64%

Valuation & Growth - MEMAX

as of 10/31/2014
ValuationMEMAXCategory Range
Price/Earnings14.38
Price/Book1.86
Price/Sales1.30
Price/Cash Flow6.20
Dividend Yield2.65
LT Earnings13.57
Historical Earnings12.11
Sales Growth6.45
Cash-Flow Growth3
Book-Value Growth0.18
Key:  Lo 
 Hi

Morningstar Summary - MEMAX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAvg
ReturnLow
Key:  Lo 
 Hi

Tax Analysis - MEMAX, 3 Year Avg

Pretax Return1.55%
Tax-adjusted Return-0.65%
Tax Cost Ratio0.21%
Potential Cap Gains6.50%

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