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Analyst rating as of
NAV / 1-Day Return
53.19  /  0.72 %
Total Assets
65.2 Bil
Adj. Expense Ratio
0.470%
Expense Ratio
0.470%
Fee Level
Below Average
Longest Manager Tenure
15.38 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.49%
Turnover
16%
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Morningstar’s Analysis

Will MEIKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Post-manager swap, this is still a great option.

Summary

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MFS Value's patient approach and strong analytical support merit a Morningstar Analyst Rating of Gold for the cheapest share classes, with more-expensive shares ranging from Silver to Bronze.

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