MEIAX Mutual Fund

MEIAX Mutual Fund (MFS Value Fund Class A) is managed by MFS Investment Management with $8.00B in net assets. MEIAX expense ratio is 0.79%, holding 73 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1996-01-02.

MEIAX performance shows a YTD return of 10.91%. The 1-year return is 18.16% and the 5-year return is 8.57%. MEIAX dividend yield stands at 8.56%, paid quarterly.

MEIAX top holdings include Jpmorgan Chase (4.3%), Mckesson Corp Common Stock USD 0.01 (3.4%), Progressive Corporation (3.0%), Johnson & Johnson - Common (3.0%), Cigna Corp. (2.9%). Go to all MEIAX holdings, MEIAX sectors, or MEIAX dividends.

MEIAX can be compared against other funds. Use MEIAX overlap to find shared positions, or MEIAX vs another fund for a side-by-side view. MEIAX alternatives are available via the screener, along with tax-loss harvesting opportunities.