MEIJX Mutual Fund

MEIJX Mutual Fund (MFS Value Fund Class R4) is managed by MFS Investment Management with $677.6M in net assets. MEIJX expense ratio is 0.54%, holding 76 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2005-04-01.

MEIJX performance shows a YTD return of 10.76%. The 1-year return is 13.82% and the 5-year return is 8.24%. MEIJX dividend yield stands at 8.81%, paid quarterly.

MEIJX 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 MEIJX holdings, MEIJX sectors, or MEIJX dividends.

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