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Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 47.37  /  0.11 %
  • Total Assets 57.7 Bil
  • Adj. Expense Ratio
    1.540%
  • Expense Ratio 1.540%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.75%
  • Turnover 12%

Morningstar’s Analysis MEIGX

Will MEIGX outperform in future?

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

A consistent long-term standout.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

MFS Value stands out for a patient, risk-first approach and its strong support from MFS’ talented central research organization. It remains one of the better options in the large-value Morningstar Category.

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Portfolio Holdings MEIGX

  • Current Portfolio Date
  • Equity Holdings 73
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.62
2,622,967,573
Financial Services
3.14
1,784,094,981
Financial Services
2.86
1,622,295,051
Healthcare
2.69
1,525,735,434
Communication Services
2.60
1,475,791,725
Energy
2.51
1,426,177,800
Financial Services
2.43
1,382,199,849
Healthcare
2.25
1,280,173,242
Healthcare
2.21
1,256,869,579
Financial Services
2.15
1,223,272,134
Technology