MEICX – MFS Value C Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MEIIX	MFS Value Fund Class I	Institutional	Open			Jan 2, 1997	$18.78B	0.540%	Below Average	$0	−$8.11B
MEIAX	MFS Value Fund Class A	Front Load	Open			Jan 2, 1996	$7.34B	0.790%	Low	$1,000	−$1.16B
MFEBX	MFS Value Fund Class B	Deferred Load	Closed			Nov 4, 1997	$2.26M	1.540%	Above Average	$1,000	−$4.84M
MEICX	MFS Value Fund Class C	Level Load	Open			Nov 5, 1997	$261.33M	1.540%	Below Average	$1,000	−$90.20M
MEIJX	MFS Value Fund Class R4	Retirement, Large	Open			Apr 1, 2005	$670.08M	0.540%	Below Average	$0	−$625.50M
MEIKX	MFS Value Fund Class R6	Retirement, Large	Open			May 1, 2006	$14.33B	0.440%	Low	$0	−$6.09B
MVRRX	MFS Value Fund Class R2	Retirement, Medium	Open			Oct 31, 2003	$190.59M	1.040%	Below Average	$0	−$55.68M
MEIHX	MFS Value Fund Class R3	Retirement, Medium	Open			Apr 1, 2005	$1.23B	0.790%	Low	$0	−$1.19B
MEIGX	MFS Value Fund Class R1	Retirement, Small	Open			Apr 1, 2005	$8.75M	1.540%	High	$0	−$1.96M

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