Morningstar

MFS Value Fund Class R3 MEIHX

Medalist Rating as of Oct 16, 2026 See MFS Investment Hub

Will MEIHX outperform in the future?

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

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Process Pillar

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

The People Pillar is our evaluation of the MEIHX 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 MEIHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upcoming manager changes put this strategy under review.

Analyst David Carey

David Carey

Analyst

Summary

Upcoming changes to MFS Value's management team move the strategy's Morningstar Medalist Rating to Under Review. MFS announced on Oct. 15, 2026, that effective Nov. 1, 2026, comanager Katie Cannan will leave the firm. In a corresponding move, Steve Gorham will join Tom Crowley as comanager upon Cannan’s departure.

by David Carey

Rated on Oct 16, 2026 Published on Oct 16, 2026

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