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Morningstar

MFS Value C MEICX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 48.10  /  0.19 %
  • Total Assets 59.8 Bil
  • Adj. Expense Ratio
    1.540%
  • Expense Ratio 1.550%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.82%
  • Turnover 12%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:58 PM GMT+00:00

Morningstar’s Analysis MEICX

Will MEICX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MEICX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MEICX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MEICX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Consistently strong.

Senior Analyst

Summary

| by Jack Shannon

A patient, risk-conscious approach and strong analytical support earn MFS Value a Morningstar Analyst Rating of Gold for its cheapest share classes, with more expensive shares ranging from Silver to Bronze.

Unlock our full analysis with Morningstar Investor