Investing Center Preview – Manage your investments and watch your net worth grow.


MFS Emerging Markets Debt Local Currency Fund Class C – EMLCX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
6.880.00 (0.00%)6.00 - 7.130.0

Market data as of 6:05PM 07/26/16. Quotes are delayed by at least 15 min.

Overview - EMLCX

The investment seeks total return with an emphasis on high current income, but also considering capital appreciation. The fund normally invests at least 80% of its net assets (i) in debt instruments of issuers that are tied economically to emerging market countries and denominated in local currencies and (ii) in derivative instruments with similar economic characteristics to these instruments. Emerging market countries include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. It is non-diversified.

Growth of $10,000 (10 Years)

Total Return-3.63%
Yield (Trailing 12 Mo.)3.59%
Expense Ratio2.23%
Front LoadNone
Deferred Load1.00%
Minimum Investment$1,000
Management Tenure5 Years
Fund Inception09/15/2011

Trailing Total Returns - EMLCX

as of 06/30/2016
TimeframeEMLCXS&P 500Emerging-Markets Local-Currency Bond
1 Month5.46%0.26%5.51%
3 Month2.80%2.46%3.30%
1 Year-2.37%3.99%0.63%
3 Year-4.60%11.66%-4.01%
5 Year--12.10%-2.60%
10 Year--7.42%--
Since Inception-3.63%10.45%--

Sector Allocation - EMLCX

as of 06/30/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - EMLCX

as of 06/30/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond24.75
Total Net Assets$331.39M
Total Stock Holdings3
Total Bond Holdings310

Bond Credit Quality - EMLCX

as of 06/30/2016
Below B0.08%
Not Rated3.60%

Top Ten Holdings - EMLCX

as of 06/30/2016
CompanyYTD Return% of Assets
Czk Irs 2yr Receiver (Jpm) Czk Irs 0.300 Apr 26 18--4.55%
Czk Irs 2yr Receiver (Jpm) Czk Irs 0.000 Apr 26 18--4.54%
Foederative Republik Brasilien, Bras 10%--4.36%
Indonesia(Rep Of) 9%--3.73%
Russian Federation 7.5%--3.56%
Sth Africa(Rep Of) 7%--3.22%
Russian Federation 7.5%--2.88%
Indonesia(Rep Of) 8.375%--2.79%
Indonesia(Rep Of) 8.375%--2.36%
Secretaria Tesouro Nacl 10%--2.33%

Valuation & Growth - EMLCX

as of 06/30/2016
ValuationEMLCXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - EMLCX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskAbove Avg
Key:  Lo 

Tax Analysis - EMLCX, 3 Year Avg

Pretax Return-4.60%
Tax-adjusted Return-6.45%
Tax Cost Ratio1.94%
Potential Cap Gains-11.42%

Create an Online Investing Center Account After Purchasing Premier

Create an Account

Track your Investing Portfolio wherever you use the web.
New charts and graphs make managing your investments easy.
Evaluate stocks with step-by-step tools such as One-Click Scorecard, which lets you analyze investments based on leading strategies such as Robert Hagstrom's The Warren Buffet Way.

Track Your Portfolio Performance Online With Flexible Tools

Portfolio Performance

Track the performance of any of your portfolios.
Chart your portfolio and compare it to up to 10 other stocks, mutual funds, or benchmarks.
Analyze individual holding performance grouped by asset class.

Assess Your Risk vs. Return Potential Against Multiple Models

Risk vs. Return

Get detailed analysis of the risks and returns for all of your portfolios.
Compare your portfolio's asset allocation to the model portfolio of your choice.
Optimize your portfolio by maintaining the most efficient ratio of risk to returns with your asset allocation.

Assess Your Sector Exposure for One or More Portfolio Holdings

Sector Exposure

See the sector distribution of your portfolio and compare it to the model portfolio of your choice.
Read a concise summary of the areas where your portfolio differs most from the model.
Review a detailed sector breakdown for all assets in your portfolio.

Check Your Portfolios for Holding Overlap and View Options for Changes

Holdings Overlap

Select a portfolio to see how its holdings overlap with all of your holdings or a specific portfolio.
The Top 10 Holdings takes into account mutual fund assets giving you a clear idea of your exposure to an individual security.

Set Alerts to Monitor Your Portfolios

Portfolio Alerts

Select the portfolios or watchlists to monitor market changes throughout the day.
Set alerts when the value rises or falls to a specific level, or when the percent change is greater than the specified amount.

Track Security Performance by Using Symbol Alerts

Stock Alerts

Receive alerts on Stocks, Mutual Funds, ETFs, and Indices by entering a symbol.
Customize alerts by price, volume, or specific events like dividends, splits or earnings.

Proprietary One-Click Scorecard Methodology Provides In-Depth Company Analysis

One-Click Scorecard

Get opinions and detailed analysis from multiple independent sources.
Evaluate potential investment candidates and eliminate those equities that aren't up to snuff.
Learn more about the criteria and see how the company measures up in each category against its industry average.

Analyze Companies by Evaluating Various Company Fundamentals

Stock Evaluator

Assess the growth, financial health, management performance, market multiples and intrinsic value of a company.
Compare each fundamental against the industry average and learn more about what performance in each fundamental means.

How do your investments compare?

Use Quicken Premier 2016 to track stocks and manage your entire portfolio.

View all your investments in one place

Track and analyze portfolio performance

Balance your portfolio with one click

Free Shipping