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MFS Emerging Markets Debt R3 (MEDFX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Emerging Markets Debt R3 (MEDFX) Fund

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Graph of MFS Emerging Markets Debt R3 Fund (MEDFX) ManagerFund Manager - Ward W. Brown

Fund Manager Information

Fund Manager Tenure: 11.1 years
Similar Funds: MEDAX  MEDBX  MEDCX  MEDDX  MEDEX  MEDGX  MEDIX 
Fund Family: MFS
Fund Category: Emerging Markets Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)

 

Graph of MFS Emerging Markets Debt R3 Fund (MEDFX) ProfileMFS Emerging Markets Debt R3 Fund (MEDFX) Profile

Fund Profile and Description

MFS Emerging Markets Debt R3 Fund seeks total return with an emphasis on high current income, but also considering capital appreciation. MFS Emerging Markets Debt R3 Fund invests at least 80% of net assets in debt instruments of issuers that are tied economically to emerging-market countries. It may invest up to 100% of assets in lower quality debt instruments. MFS Emerging Markets Debt R3 Fund may also enter into short sales. It is non-diversified.

 

MFS Emerging Markets Debt R3 (MEDFX) Fund Strength What we like about MFS Emerging Markets Debt R3 (MEDFX) Fund

Data for MFS Emerging Markets Debt R3 Fund (MEDFX) as of May 30, 2016

  • MFS Emerging Markets Debt R3 Fund (MEDFX) management has been with MFS Emerging Markets Debt R3 Fund for 11.1 years
  • MFS Emerging Markets Debt R3 Fund (MEDFX) has good short-term performance (1-year return 1.31% vs 0.57% Emerging Markets Bond category median performance)
  • MFS Emerging Markets Debt R3 Fund (MEDFX) has good mid-term performance (3-year return 1.86% vs 0.36% Emerging Markets Bond category median performance)
  • MFS Emerging Markets Debt R3 Fund (MEDFX) has good Long-term performance (5-year return 4.56% vs 3.15% Emerging Markets Bond category median performance)
  • MFS Emerging Markets Debt R3 Fund (MEDFX) ratio of up-years vs down years is greater than 2
  • MFS Emerging Markets Debt R3 Fund (MEDFX) has a Morningstar rating of 4 and above
  • Asset base in MFS Emerging Markets Debt R3 Fund (MEDFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Emerging Markets Debt R3 Fund (MEDFX) has an annual stock turnover rate of 55.00% vs Emerging Markets Bond average of 102.13%. It is good that MFS Emerging Markets Debt R3 management does not trade extensively for its return.
  • MFS Emerging Markets Debt R3 Fund (MEDFX) is less volatile than its peers as it has a 3-year Standard Deviation of 6.55, lower than category average of 7.99
  • MFS Emerging Markets Debt R3 Fund (MEDFX) has a lower expense ratio than its Emerging Markets Bond average: 1.09% vs 1.15%

MFS Emerging Markets Debt R3 Fund (MEDFX) Weakness What we are cautious about MFS Emerging Markets Debt R3 (MEDFX) Fund

Data for MFS Emerging Markets Debt R3 Fund (MEDFX) as of May 30, 2016

  • Even though MFS Emerging Markets Debt R3 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See MFS Emerging Markets Debt R3 Fund (MEDFX) performance details as of May 30, 2016

 

What do you think?

 

Compare MFS Emerging Markets Debt R3 Fund (MEDFX)Compare with other top Emerging Markets Bond category mutual funds

Aadditional top Emerging Markets Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Emerging Markets Debt R36.141.311.864.56
Fidelity Advisor Emerging Mkts Inc A (FMKAX)6.832.682.195.09Compare
GMO Emerging Country Debt III (GMCDX)7.263.734.037.75Compare
JPMorgan Emerging Markets Debt Sel (JEMDX)5.632.961.424.58Compare

See top fund managers for Emerging Markets Bond Category Funds

 

Compare MFS Emerging Markets Debt R3 Fund (MEDFX)Compare with Emerging Markets Bond category ETFs

Some Emerging Markets Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares JPMorgan USD Emerg Markets Bond (EMB)000
Market Vectors EM Local Currency Bd ETF (EMLC)7.02%-5.33%-6.72%

 

Graph of MFS Emerging Markets Debt R3 Fund (MEDFX) Net Asset TrackingMFS Emerging Markets Debt R3 (MEDFX) Fund Net Asset

Track net asset change of MFS Emerging Markets Debt R3 fund (MEDFX)

DateNet Asset
05/2016$4.07B
03/2016$3.96B
02/2016$3.85B
More historic net asset information on MFS Emerging Markets Debt R3 Fund (MEDFX)

  

Graph of MFS Emerging Markets Debt R3 Fund (MEDFX) Portfolio TrackingMFS Emerging Markets Debt R3 (MEDFX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Emerging Markets Debt R3 fund (MEDFX)

DateCashStockBondOther
03/20166.8%0%91.78%0.9%
02/20168.2%0%90.58%0.91%
01/20169.34%0%89.74%0.57%
Click here to see more historic asset allocation information on MFS Emerging Markets Debt R3 Fund (MEDFX)

 

graph of MFS Emerging Markets Debt R3 Fund (MEDFX) Top 10 Position TrackingTop 10 Holdings in MFS Emerging Markets Debt R3 (MEDFX) Fund

Discover what MFS Emerging Markets Debt R3 Fund (MEDFX) manager is buying

Mar 30, 2016
United Mexican Sts Mtn Be 3.625% [2.21%]
United Mexican Sts Mtn Be 4% [1.87%]
Russia Fedn Ministry Fin 4.875% [1.41%]
Russian Fedn 4.5% [1.4%]
Argentine Republic 7% [1.32%]
Hungary Rep 5.375% [0.99%]
Indonesia Rep 4.875% [0.9%]
Dev Bk Of Kazakhstan 4.125% [0.89%]
United Mexican States 3.6% [0.77%]
Serbia (Republic) 6.75% [0.75%]

Feb 28, 2016
United Mexican Sts Mtn Be 3.625% [2.53%]
United Mexican Sts Mtn Be 4% [1.88%]
Russia Fedn Ministry Fin 4.875% [1.74%]
Russian Fedn 4.5% [1.43%]
Argentine Republic 7% [1.36%]
Hungary Rep 5.375% [1%]
Indonesia Rep 4.875% [0.93%]
Dev Bk Of Kazakhstan 4.125% [0.92%]
Republic Of Venezuela 7% [0.86%]
Serbia (Republic) 6.75% [0.78%]

Jan 30, 2016
United Mexican Sts Mtn Be 3.625% [2.54%]
United Mexican Sts Mtn Be 4% [1.88%]
Russia Fedn Ministry Fin 4.875% [1.71%]
Russian Fedn 4.5% [1.44%]
Argentine Republic 7% [1.34%]
Argentina (Rep Of) 8.75% [1.08%]
Hungary Rep 5.375% [1.04%]
Dev Bk Of Kazakhstan 4.125% [0.94%]
Indonesia Rep 4.875% [0.92%]
Republic Of Venezuela 7% [0.79%]
Click here for Stock Holding Change Map in MFS Emerging Markets Debt R3 Fund (MEDFX)

  

Latest News on MFS Emerging Markets Debt R3 (MEDFX) Fund

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MFS Emerging Markets Debt R3 Fund (MEDFX) Related ResourcesSee more information on MFS Emerging Markets Debt R3 (MEDFX) Fund

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