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MFS Emerging Markets Equity Research Fund A EEMPX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | EEMPX | Replication |
|---|---|---|
| Annualized growth | 7.7% | 6.6% |
| Annualized volatility | 16.6% | 14.6% |
| Sharpe ratio | 0.53 | 0.51 |
| Maximum drawdown | 34.8% | 28.1% |
| Replication fit (R²) | 0.87 · Tracking error 5.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model EEMPX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VWO | Emerging Markets | 84.2% |
| DGS | EM Small Cap | 10.8% |
| VEA | Intl · Developed | 4.9% |