MEIHX Mutual Fund
MEIHX Mutual Fund
MFS Value Fund Class R3
MEIHX Mutual Fund Overview
MEIHX Mutual Fund (MFS Value Fund Class R3) is managed by MFS Investment Management with $1.57B in net assets. MEIHX expense ratio is 0.79%, holding 73 positions across sectors including Financials, Unknown, Industrials. Inception date: 2005-04-01.
MEIHX performance shows a YTD return of 5.94%. The 1-year return is 13.15% and the 5-year return is 8.29%. MEIHX dividend yield stands at 9.07%, paid quarterly.
MEIHX top holdings include Jp Morgan Chase & Co (4.3%), Mckesson Corp.1 (3.4%), The Progressive Corp. (3.0%), JOHNSON AND JOHNSON (3.0%), The Cigna Group (2.9%). View all MEIHX holdings, sector breakdown, or dividend history.
MEIHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MEIHX alternatives are available via the screener, along with tax-loss harvesting opportunities.