MEIAX : MFS Value Fund Class A

MEIAX is a US Stocks Market Large Value with MODERATE fees.

MEIAX

MFS Value Fund Class A

FI Score

66 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

10 /10

Category Score

8 /10

Market Size

10 /10

66% FI Score
  • meiax
  • Mutual Fund
  • US Stocks
  • Large Value

MFS Value Fund Class A

Expenses: 0.82% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. 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).

Largest Holdings

Amount Holding
4.47% Johnson & Johnson
4.02% JPMorgan Chase & Co
2.95% Medtronic PLC
2.93% Comcast Corp Class A
2.57% Northrop Grumman Corp
2.52% Accenture PLC Class A
2.50% Cigna Corp
2.47% Duke Energy Corp
2.39% Honeywell International Inc
2.29% Aon PLC
2.21% Texas Instruments Inc
2.10% Pfizer Inc
2.04% Southern Co
1.95% Citigroup Inc
1.93% Nestle SA
1.89% Marsh & McLennan Companies Inc
1.88% Danaher Corp
1.82% Chubb Ltd
1.81% Illinois Tool Works Inc
1.73% Thermo Fisher Scientific Inc
1.62% The Travelers Companies Inc
1.62% Abbott Laboratories
1.58% Fiserv Inc
1.58% Goldman Sachs Group Inc
1.53% PPG Industries Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo