MFS Blended Research Emerging Markets Equity Fund (BRKIX) Alternatives
MFS Blended Research Emerging Markets Equity Fund (BRKIX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRKIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to BRKIX
BRKIX charges 0.99% annually. Among mutual funds in the Emerging Markets Diversified category, these options have the lowest expense ratios among BRKIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | Jan 4, 2016 | BRKIX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | Sep 8, 2011 | BRKIX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | Jul 31, 2019 | BRKIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | Dec 17, 2015 | BRKIX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | Aug 30, 2010 | BRKIX vs TEQLX |
Best Risk-Adjusted Alternatives to BRKIX
Among mutual funds in the Emerging Markets Diversified category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | Jun 9, 1996 | BRKIX vs DEMIX | |
| Brandes Emerging Markets Fund | 97 | Jan 30, 2011 | BRKIX vs BEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 97 | Jan 9, 2018 | BRKIX vs LCSMX | |
| Lazard Emerging Markets Equity Portfolio | 97 | Jul 14, 1994 | BRKIX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 96 | Nov 21, 2021 | BRKIX vs FQEMX |
Top Performing BRKIX Alternatives (YTD)
BRKIX alternatives from the Emerging Markets Diversified category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 14.18% | Jun 9, 1996 | BRKIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 12.06% | Nov 21, 2021 | BRKIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 11.23% | Jan 9, 2018 | BRKIX vs LCSMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | Oct 3, 2011 | BRKIX vs ESCIX | |
| abrdn Emerging Markets ex-China Fund | 8.83% | Aug 29, 2000 | BRKIX vs GLLSX |
Lowest Volatility Alternatives to BRKIX
BRKIX alternatives from the Emerging Markets Diversified category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.29% | Dec 20, 2020 | BRKIX vs BADEX | |
| Harding Loevner Frontier Emerging Markets Fund | 12.03% | May 26, 2008 | BRKIX vs HLFMX | |
| Parametric Emerging Markets Fund | 12.17% | Jun 29, 2006 | BRKIX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | 12.36% | Jun 29, 1998 | BRKIX vs EITEX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.38% | Nov 3, 2013 | BRKIX vs EFEIX |
Lowest Drawdown Alternatives to BRKIX
BRKIX alternatives from the Emerging Markets Diversified category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | Dec 20, 2020 | BRKIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | Jun 30, 2009 | BRKIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | Dec 27, 2016 | BRKIX vs GQGPX | |
| Wasatch Emerging Markets Small Cap Fund | -9.38% | Sep 30, 2007 | BRKIX vs WAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | -9.88% | Jun 29, 1998 | BRKIX vs EITEX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 28 | -3.84% | Jan 31, 1996 | BRKIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 32 | 1.11% | May 1, 2006 | BRKIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 74 | -0.22% | Sep 30, 2004 | BRKIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 12 | -9.36% | Jan 1, 1935 | BRKIX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 31 | 1.07% | Feb 1, 1996 | BRKIX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 18 | -10.29% | Jun 1, 2012 | BRKIX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 72 | -0.23% | — | BRKIX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 18 | -10.32% | Jul 10, 1997 | BRKIX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 36 | -3.97% | Jul 15, 1924 | BRKIX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 29 | 1.01% | Jan 2, 1996 | BRKIX vs MEIAX |
Often Compared With BRKIX
What investors most often compare with BRKIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 60 | -3.66% | Sep 7, 2010 | BRKIX vs VOO | |
| Vanguard S&P 500 Index ETF | S&P 500 | 43 | -2.62% | Nov 2, 2012 | BRKIX vs VFV.TO | |
| Berkshire Hathaway Inc. | 17 | -4.80% | — | BRKIX vs BRK-B | ||
| Schwab U.S. Dividend Equity ETF | Dividend | 43 | 12.17% | Oct 20, 2011 | BRKIX vs SCHD | |
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | BRKIX vs SPY | |
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 90 | 2.95% | May 30, 2018 | BRKIX vs EMPTX | |
| Cullen Emerging Markets High Dividend Fund | Emerging Markets Diversified | 93 | 7.09% | Aug 30, 2012 | BRKIX vs CEMFX | |
| Driehaus Emerging Markets Small Cap Growth Fund | Emerging Markets Diversified | 95 | 6.35% | Aug 21, 2011 | BRKIX vs DRESX |
Compare BRKIX with Any Fund or Stock
Compare BRKIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.