Skip to Content
Analyst rating as of
NAV / 1-Day Return
54.51  /  0.18 %
Total Assets
66.3 Bil
Adj. Expense Ratio
0.580%
Expense Ratio
0.580%
Fee Level
Below Average
Longest Manager Tenure
15.39 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.39%
Turnover
8%
Premium

Morningstar’s Analysis

Will MEIIX outperform in future?

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

Post-manager swap, this is still a great option.

Summary

| |

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.

Unlock our full analysis with Morningstar Premium