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Analyst rating as of
NAV / 1-Day Return
47.04  /  2.26 %
Total Assets
57.0 Bil
Adj. Expense Ratio
0.830%
Expense Ratio
0.830%
Fee Level
Low
Longest Manager Tenure
14.77 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.35%
Turnover
16%
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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.

A patient approach that rewards investors.

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 Neutral.

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