MEIHX Mutual Fund

MEIHX Mutual Fund (MFS Value Fund Class R3) is managed by MFS Investment Management with $1.52B in net assets. MEIHX expense ratio is 0.79%, holding 73 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2005-04-01.

MEIHX performance shows a YTD return of 10.90%. The 1-year return is 18.15% and the 5-year return is 8.56%. MEIHX dividend yield stands at 8.60%, paid quarterly.

MEIHX 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 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.