MFS Value's patient approach and strong analytical support merit a Morningstar Analyst Rating of Gold for the cheapest share classes, with more-expensive shares ranging from Silver to Bronze.
Will MEIIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MEIIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MEIIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MEIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.