BRKIX Mutual Fund

BRKIX Mutual Fund (MFS Blended Research Emerging Markets Equity Fund Class I) is managed by MFS Investment Management with $109.8M in net assets. BRKIX expense ratio is 0.60%, holding 151 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2015-09-15.

BRKIX performance shows a YTD return of 25.16%. The 1-year return is 34.45% and the 5-year return is 10.77%. BRKIX dividend yield stands at 1.76%.

BRKIX top holdings include Taiwan Semiconductor Manufacturing Co Ltd (14.6%), Samsung Electronics (Equity) (5.1%), Sk Hynix Inc Common Stock KRW 5000 (4.8%), Tencent Holdings Ltd Ordinary Shares (3.8%), China Construction Bank Corp (2.2%). Go to all BRKIX holdings, BRKIX sectors, or BRKIX dividends.

BRKIX can be compared against other funds. Use BRKIX overlap to find shared positions, or BRKIX vs another fund for a side-by-side view. BRKIX alternatives are available via the screener, along with tax-loss harvesting opportunities.