MEIGX Mutual Fund

MEIGX Mutual Fund (MFS Value Fund Class R1) is managed by MFS Investment Management with $8.8M in net assets. MEIGX expense ratio is 1.54%, holding 76 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2005-04-01.

MEIGX performance shows a YTD return of 10.02%. The 1-year return is 12.68% and the 5-year return is 7.17%. MEIGX dividend yield stands at 8.13%, paid quarterly.

MEIGX top holdings include Amazon.Com Inc (5.7%), Microsoft Corp (4.7%), Jpmorgan Chase (4.2%), Apple, Inc (3.0%), Raytheon Co. (2.5%). Go to all MEIGX holdings, MEIGX sectors, or MEIGX dividends.

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