BRKTX Performance — MFS Blended Research Emerging Markets Equity Fund, Class R3
Data updated: 2026-07-27
BRKTX returned +27.90% year to date and +58.56% over one year to May 2026. Annualised returns are +27.52% over 3 years and +9.99% over 5 years. The fund beat its Emerging Markets Equity category average: $100 invested three years ago grew to $207, against $186 for the category, and to $159 over one year, against $149. Volatility over the past three years was 15.98% a year. In the 12 months to May 2026 the fund took in a net $53.3M, and assets reached $211.32M.
BRKTX Growth of $100
What $100 invested in MFS Blended Research Emerging Markets Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Emerging Markets Equity category average over the same months.
| Period | BRKTX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $159 | $149 |
| 3 years (Jun 2023 – May 2026) | $207 | $186 |
| 5 years (Jun 2021 – May 2026) | $161 | $145 |
| Since data start (Sep 2019 – May 2026) | $223 | $202 |
BRKTX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +27.90% |
| 1 year | +58.56% |
| 3 years (annualised) | +27.52% |
| 5 years (annualised) | +9.99% |
BRKTX Annual Returns
Calendar-year total returns of MFS Blended Research Emerging Markets Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +27.90% |
| 2025 | +33.50% |
| 2024 | +13.79% |
| 2023 | +9.58% |
| 2022 | −19.27% |
| 2021 | +3.44% |
| 2020 | +9.68% |
| 2019 (Sep–Dec) | +14.31% |
BRKTX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.5% | +5.3% | −10.7% | +13.9% | +9.1% | — | — | — | — | — | — | — |
| 2025 | +1.5% | −0.4% | +1.4% | +0.3% | +4.8% | +6.7% | +2.3% | +1.9% | +6.1% | +4.6% | −1.9% | +2.5% |
| 2024 | −2.9% | +4.9% | +2.6% | +1.4% | +2.4% | +3.7% | +0.6% | +1.1% | +5.2% | −4.6% | −1.7% | +0.7% |
| 2023 | +9.7% | −6.5% | +3.5% | −0.7% | −2.5% | +4.5% | +4.5% | −5.8% | −1.6% | −3.8% | +6.3% | +3.2% |
| 2022 | +0.1% | −5.1% | −1.8% | −5.7% | +1.5% | −7.4% | +0.2% | −0.8% | −10.9% | −3.1% | +16.4% | −2.2% |
| 2021 | +3.2% | +2.4% | 0.0% | +2.5% | +1.9% | +1.2% | −5.9% | +2.8% | −4.4% | +1.1% | −4.5% | +3.6% |
| 2020 | −6.1% | −4.5% | −16.9% | +8.7% | +0.3% | +5.9% | +8.8% | +1.4% | −1.5% | +1.4% | +8.6% | +6.4% |
| 2019 | — | — | — | — | — | — | — | — | +2.1% | +3.0% | +0.5% | +8.1% |
BRKTX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 15.98%
- 3-year Sharpe ratio: 1.44 (vs 4.5% risk-free rate)
- Best month: +13.85% (Apr 2026)
- Worst month: −10.72% (Mar 2026)
BRKTX Fund Flows
Monthly money in and out of MFS Blended Research Emerging Markets Equity Fund, from SEC Form N-PORT.
- 12-month net flow: $53.3M
- 12-month gross sales (incl. reinvestments): $152.4M
- Sales ÷ redemptions: 1.54×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $13.6M | $5.3M | $8.3M |
| Apr 2026 | $8.3M | $2.7M | $5.7M |
| Mar 2026 | $34.6M | $7.9M | $26.7M |
| Feb 2026 | $9.4M | $40.8M | −$31.4M |
| Jan 2026 | $7.8M | $10.1M | −$2.3M |
| Dec 2025 | $26.1M | $9.1M | $16.9M |
| Nov 2025 | $14.1M | $1.9M | $12.2M |
| Oct 2025 | $19.2M | $8.5M | $10.7M |
| Sep 2025 | $7.3M | $1.8M | $5.5M |
| Aug 2025 | $3.7M | $4.3M | −$572K |
| Jul 2025 | $3.5M | $5.1M | −$1.7M |
| Jun 2025 | $4.8M | $1.6M | $3.1M |
BRKTX Assets Under Management
Net assets of MFS Blended Research Emerging Markets Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $211.32M |
| 2026-02-28 | $149.01M |
| 2025-11-30 | $143.00M |
| 2025-08-31 | $105.03M |
| 2025-05-31 | $93.33M |
| 2025-02-28 | $90.20M |
| 2024-11-30 | $88.40M |
| 2024-08-31 | $91.19M |
| 2024-05-31 | $65.02M |
| 2024-02-29 | $63.93M |
| 2023-11-30 | $54.79M |
| 2023-08-31 | $48.29M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.