MEIGX Mutual Fund

MEIGX Mutual Fund (MFS Value Fund Class R1) is managed by MFS Investment Management with $9.6M in net assets. MEIGX expense ratio is 1.54%, holding 73 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2005-04-01.

MEIGX performance shows a YTD return of 10.41%. The 1-year return is 17.26% and the 5-year return is 7.76%. MEIGX dividend yield stands at 8.10%, paid quarterly.

MEIGX 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 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.