Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | MEDBX Insights | MEDBX Score | MEDBX Performance | MEDBX Manager | MEDBX News | MEDBX Allocation | MEDBX Holdings Change

Mutual Fund Insights: MFS Emerging Markets Debt B Fund (MEDBX)

In-depth Analysis of MFS Emerging Markets Debt B Fund (MEDBX)

Mutual fund chart: MFS Emerging Markets Debt B Fund (MEDBX)

3 months
6 months
1 year
3 year
5 year

See MFS Emerging Markets Debt B Fund (MEDBX) performance details as of February 28, 2010

  

    Last Trade: $14.56 on 3/19/2010, Change: 0.00 (0%)

  

Fund ManagerFund Manager - Ward W. Brown

Fund Manager Tenure: 1.7 years   [Similar Funds: MEDAX  MEDCX  MEDDX  MEDEX  MEDFX  MEDGX  MEDIX  MEDWX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
investment officer; emerging markets debt portfolio manager Responsible for portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. Joined MFS in 2005 as a Fixed Income Research Analyst; named Portfolio Manager in 2008 Previous experience includes: seven years as an Economist for the International Monetary Fund.  Get more insights on Ward W. Brown

  

What we like about MFS Emerging Markets Debt B Fund (MEDBX) What we like about MFS Emerging Markets Debt B Fund (MEDBX)

Data for MFS Emerging Markets Debt B Fund (MEDBX) as of February 28, 2010

  • MFS Emerging Markets Debt B Fund (MEDBX) has good mid-term performance (3-year return 6.50% vs 5.48 % Emerging Markets Bond category average)
  • MFS Emerging Markets Debt B Fund (MEDBX) has good Long-term performance (5-year return 7.97% vs 7.21 % Emerging Markets Bond category average)
  • MFS Emerging Markets Debt B Fund (MEDBX) ratio of up-years vs down years is greater than 2
  • MFS Emerging Markets Debt B Fund (MEDBX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.32, lower than category average of 15.2

  

What we are cautious about MFS Emerging Markets Debt B Fund (MEDBX) What we are cautious about MFS Emerging Markets Debt B Fund (MEDBX)

Data for MFS Emerging Markets Debt B Fund (MEDBX) as of February 28, 2010

  • MFS Emerging Markets Debt B Fund (MEDBX) management has been with MFS Emerging Markets Debt B Fund for only 1.7 years, it is hard to judge manager's ability based on this fund's operation record
  • MFS Emerging Markets Debt B Fund (MEDBX) has a less-than-ideal short-term performance (1-year return 32.53% vs 38.19 % Emerging Markets Bond category average)
  • MFS Emerging Markets Debt B Fund (MEDBX) has a Morningstar rating of 3 and below
  • MFS Emerging Markets Debt B Fund (MEDBX) has an annual stock turnover rate of 109.00% that is higher than the Emerging Markets Bond average of 101.41%. This could mean MFS Emerging Markets Debt B is more nimble, but also signal potential high tax impact and high trading fees
  • MFS Emerging Markets Debt B Fund (MEDBX) has a higher management fee of 2.10% than its Emerging Markets Bond average of 1.33%
  • MFS Emerging Markets Debt B Fund (MEDBX) carries a 4% load
See MFS Emerging Markets Debt B Fund (MEDBX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Emerging Markets Bond category?

Below are some additional Emerging Markets Bond mutual funds generated out of our database

  

MFS Emerging Markets Debt B Fund (MEDBX) Net Asset

Track net asset change of MFS Emerging Markets Debt B fund (MEDBX)

DateNet Asset
02/2010$1.82B
01/2010$25.85M
11/2009$24.46M
More historic net asset information on MFS Emerging Markets Debt B Fund (MEDBX)

  

MFS Emerging Markets Debt B Fund (MEDBX) Portfolio Allocation

Track portfolio allocation change of MFS Emerging Markets Debt B fund (MEDBX)

DateCashStockBondOther
01/201011.08%0%88.79%0%
10/20097.93%0%91.9%0.18%
09/20098.07%0%91.72%0.2%
Click here to see more historic asset allocation information on MFS Emerging Markets Debt B Fund (MEDBX)

  

Most Recent Top 10 Holdings in MFS Emerging Markets Debt B Fund (MEDBX)

Discover what MFS Emerging Markets Debt B Fund (MEDBX) manager is buying

31-Jan-10
Russian Federation 7.5% [7.04%]
Gaz Cap Sa, Luxembourg 8.125% [2.53%]
Argentina 0.389% [2.27%]
Pemex Proj Fdg Master Tr 6.625% [1.86%]
Pemex Proj Fdg Master Tr 5.75% [1.83%]
Gaz Cap Sa 9.25% [1.61%]
Republic Of Turkey 7.375% [1.56%]
Citic Res Fin 2007 144A 6.75% [1.46%]
Argentina Rep 1.33% [1.45%]
Majapahit Hldg B V 144A 7.75% [1.45%]

31-Oct-09
Russian Federation 7.5% [7.23%]
Pemex Proj Fdg Master Tr 5.75% [2.57%]
Republic Of Turkey 7.375% [2.29%]
Pemex Proj Fdg Master Tr 6.625% [2.14%]
Argentina 0.943% [2.03%]
Bolivarian Republic Venezuela 9% [1.81%]
United Mexican Sts Medium Term Nts 5.95% [1.75%]
Republic Of Venezuela 144A 5.75% [1.71%]
Venezuela (Republic Of) 7% [1.61%]
Argentina Rep 1.33% [1.58%]

30-Sep-09
Russian Federation 7.5% [7.07%]
Pemex Proj Fdg Master Tr 5.75% [2.73%]
Republic Of Turkey 7.375% [2.27%]
Pemex Proj Fdg Master Tr 6.625% [2.16%]
REPUBLIC OF VENEZUELA [1.9%]
United Mexican Sts Medium Term Nts 5.95% [1.81%]
Venezuela (Republic Of) 7% [1.71%]
Panama Rep 9.375% [1.67%]
ARGENTINA [1.59%]
Brazil Federative Rep 6% [1.58%]
Click here for Stock Holding Change Map in MFS Emerging Markets Debt B Fund (MEDBX)

  

Related books and products to MFS Emerging Markets Debt B Fund (MEDBX)

  

Latest News on MFS Emerging Markets Debt B (MEDBX)

See what is happening with MFS Emerging Markets Debt B Fund (MEDBX)

 

Books and Resources

 

 

See more information on MFS Emerging Markets Debt B Fund (MEDBX)