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Morningstar

MFS Value R3 MEIHX

Morningstar Analyst Rating
Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 48.29  /  0.70 %
  • Total Assets 59.9 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.56%
  • Turnover 12%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis MEIHX

Will MEIHX 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 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.

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