See what your fund actually adds

MFS Blended Research Emerging Markets Equity Fund Class A BRKAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

BRKAX compared with its replication portfolio
MeasureBRKAXReplication
Annualized growth10.8%7.1%
Annualized volatility16.5%14.4%
Sharpe ratio0.700.55
Maximum drawdown30.9%27.4%
Replication fit (R²)0.89 · Tracking error 5.5%

Replication portfolio

The published portfolio below is the investable basket used to model BRKAX’s historical return behavior.

BRKAX replication basket weights
TickerBuilding blockWeight
VWOEmerging Markets77.6%
DGSEM Small Cap19.2%
XLKSector · Technology3.2%