MFS Emerging Markets Debt R2 (MEDEX)

$12.09
C Fund
+ Sector
Fund TypeMutual Fund
Fund CategoryBonds
Fund BenchmarkBond - Emerging Market
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
MFS Emerging Markets Debt R2 10 0.15 0.75% 0.58% 1.37%
Bond - Emerging Market 19 0.38 1.15% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 0.58% 0.45% 0.14%
Year-to-Date 0.75% 1.15% -0.40%
1 Year 5.22% 0.00% 5.22%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

10%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 10% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.37%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,692

Real cost (fees + lost compounding)

$2,099

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
96%

Return in excess of styles
(over past year)
-0.36%