MFS Emerging Markets Equity Research Fund (EEMIX) 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 EEMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EEMIX
EEMIX charges 1.00% annually. There are 62 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 SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | EEMIX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | EEMIX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | EEMIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | EEMIX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | EEMIX vs EMPTX |
Best Risk-Adjusted Alternatives to EEMIX
EEMIX has a PortfoliosLab risk / return rank of 78. There are 66 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 | EEMIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 94 | — | Nov 2021 | EEMIX vs FQEMX | |
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | EEMIX vs LZEMX | |
| Martin Currie SMA-Shares Series EM Fund | 93 | — | Jan 2018 | EEMIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 93 | — | Oct 2021 | EEMIX vs GMAQX |
Top Performing EEMIX Alternatives (YTD)
EEMIX is at 22.27% YTD. There are 91 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 105.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 105.52% | — | Jun 1996 | EEMIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 69.03% | — | Nov 2021 | EEMIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 52.25% | — | Jan 2018 | EEMIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 45.00% | — | Oct 2021 | EEMIX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 40.06% | — | Jan 1994 | EEMIX vs GTDDX |
Lowest Volatility Alternatives to EEMIX
EEMIX has 18.94% 1-year volatility. There are 54 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.53% | — | Oct 2011 | EEMIX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.41% | — | Dec 2016 | EEMIX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.62% | — | Dec 2013 | EEMIX vs VIESX | |
| The Cook & Bynum Fund | 11.79% | — | Jun 2009 | EEMIX vs COBYX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.09% | — | Nov 2013 | EEMIX vs EFEIX |
Lowest Drawdown Alternatives to EEMIX
EEMIX has a 1-year max drawdown of -12.28%. There are 45 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 | EEMIX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | EEMIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | EEMIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | EEMIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | EEMIX 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 | 14 | 4.58% | — | Jan 1996 | EEMIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 42 | 9.49% | — | May 2006 | EEMIX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 41 | 9.42% | — | Feb 1996 | EEMIX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 36 | 9.55% | — | Sep 2004 | EEMIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -1.61% | — | Jan 1935 | EEMIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.83% | — | Jun 2012 | EEMIX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.78% | — | Jul 1997 | EEMIX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 26 | 5.42% | — | — | EEMIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 40 | 9.27% | — | Jan 1996 | EEMIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 36 | 8.81% | — | Jul 1924 | EEMIX vs MITTX |
Often Compared With EEMIX
Investors most often compare EEMIX with LVAZX, GLLSX, IEMGX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LSV Emerging Markets Equity Fund | Emerging Markets Diversified | 91 | 29.35% | — | Jan 2019 | EEMIX vs LVAZX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 89 | 38.06% | — | Aug 2000 | EEMIX vs GLLSX | |
| Voya Multi-Manager Emerging Markets Equity Fund | Emerging Markets Diversified | 89 | 33.10% | — | Oct 2011 | EEMIX vs IEMGX | |
| Parametric Emerging Markets Fund | Emerging Markets Diversified | 59 | 9.77% | — | Jun 2006 | EEMIX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | Emerging Markets Diversified | 61 | 9.80% | — | Jun 1998 | EEMIX vs EITEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | Emerging Markets Diversified | 74 | 22.86% | — | Aug 2010 | EEMIX vs TEQLX |
Compare EEMIX with Any Fund or Stock
Compare EEMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EEMIX with funds that move differently
MFS Emerging Markets Equity Research Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EEMIX.
Explore EEMIX Diversifiers