MEIHX Mutual Fund

MEIHX Mutual Fund (MFS Value Fund Class R3) is managed by MFS Investment Management with $1.28B in net assets. MEIHX expense ratio is 0.79%, holding 76 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2005-04-01.

MEIHX performance shows a YTD return of 10.58%. The 1-year return is 13.54% and the 5-year return is 7.98%. MEIHX dividend yield stands at 8.62%, paid quarterly.

MEIHX 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 MEIHX holdings, MEIHX sectors, or MEIHX dividends.

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