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Analyst rating as of
NAV / 1-Day Return
51.74  /  0.84 %
Total Assets
64.7 Bil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Fee Level
Low
Longest Manager Tenure
15.65 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.12%
Turnover
8%
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Morningstar’s Analysis

Will MEIAX 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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