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 a closer substitute for your current allocation.
Cheapest Alternatives to BRKIX
BRKIX charges 0.99% annually. There are 57 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | BRKIX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | BRKIX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | BRKIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | BRKIX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | BRKIX vs TEQLX |
Best Risk-Adjusted Alternatives to BRKIX
BRKIX has a PortfoliosLab risk / return rank of 79. There are 33 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 95 | — | Jun 1996 | BRKIX vs DEMIX | |
| Lazard Emerging Markets Equity Portfolio | 93 | — | Jul 1994 | BRKIX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 92 | — | Nov 2021 | BRKIX vs FQEMX | |
| Dodge & Cox Emerging Markets Stock Fund | 91 | — | May 2021 | BRKIX vs DODEX | |
| GMO Emerging Markets ex-China Fund | 90 | — | Oct 2021 | BRKIX vs GMAQX |
Top Performing BRKIX Alternatives (YTD)
BRKIX is at 24.86% YTD. There are 32 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 102.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 102.63% | — | Jun 1996 | BRKIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 62.73% | — | Nov 2021 | BRKIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 45.45% | — | Jan 2018 | BRKIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 43.04% | — | Oct 2021 | BRKIX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 36.49% | — | Jan 1994 | BRKIX vs GTDDX |
Lowest Volatility Alternatives to BRKIX
BRKIX has 19.50% 1-year volatility. There are 59 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.56% | — | Oct 2011 | BRKIX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.42% | — | Dec 2016 | BRKIX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.71% | — | Dec 2013 | BRKIX vs VIESX | |
| The Cook & Bynum Fund | 11.77% | — | Jun 2009 | BRKIX vs COBYX | |
| Harding Loevner Frontier Emerging Markets Fund | 12.18% | — | May 2008 | BRKIX vs HLFMX |
Lowest Drawdown Alternatives to BRKIX
BRKIX has a 1-year max drawdown of -13.43%. There are 102 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | BRKIX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -8.76% | — | Sep 2007 | BRKIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | BRKIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | BRKIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | BRKIX vs GQGPX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 20 | 5.62% | — | Jan 1996 | BRKIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 53 | 9.45% | — | May 2006 | BRKIX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 52 | 9.38% | — | Feb 1996 | BRKIX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 42 | 9.80% | — | Sep 2004 | BRKIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 7 | -0.94% | — | Jan 1935 | BRKIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.85% | — | Jun 2012 | BRKIX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.80% | — | Jul 1997 | BRKIX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 33 | 6.03% | — | — | BRKIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 50 | 9.23% | — | Jan 1996 | BRKIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 40 | 9.45% | — | Jul 1924 | BRKIX vs MITTX |
Often Compared With BRKIX
Investors most often compare BRKIX with VOO, BRK-B, SCHD. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare BRKIX with Any Fund or Stock
Compare BRKIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRKIX with funds that move differently
MFS Blended Research Emerging Markets Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRKIX.
Explore BRKIX Diversifiers