Nasdaq - Delayed Quote USD

MFS Value R6 (MEIKX)

54.75 +0.61 (+1.13%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 54.14
  • YTD Return 14.05%
  • Expense Ratio 0.44%
  • Category Large Value
  • Last Cap Gain 45.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 59.61B
  • Beta (5Y Monthly) 0.80
  • Yield 1.69%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.72
  • Inception Date Apr 1, 2005

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies).

MFS

Fund Family

Large Value

Fund Category

59.61B

Net Assets

2005-04-01

Inception Date

Performance Overview: MEIKX

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Trailing returns as of 11/21/2024. Category is Large Value.

YTD Return

MEIKX
14.05%
Category
4.44%
?

1-Year Return

MEIKX
27.27%
Category
14.37%
?

3-Year Return

MEIKX
6.16%
Category
6.04%
?

5-Year Return

MEIKX
10.05%
Category
9.20%
?

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Holdings: MEIKX

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Top 10 Holdings (27.65% of Total Assets)

SymbolCompany% Assets
JPM
JPMorgan Chase & Co. 4.80%
PGR
The Progressive Corporation 3.83%
CI
The Cigna Group 2.80%
AON
Aon plc 2.60%
MMC
Marsh & McLennan Companies, Inc. 2.37%
MCK
McKesson Corporation 2.31%
COP
ConocoPhillips 2.28%
AXP
American Express Company 2.26%
JNJ
Johnson & Johnson 2.21%
MS
Morgan Stanley 2.20%

Sector Weightings

Recent News: MEIKX

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Research Reports: MEIKX

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