MEIJX Mutual Fund
MEIJX Mutual Fund
MEIJX Mutual Fund
MFS Value Fund Class R4
MEIJX Mutual Fund Overview
MEIJX Mutual Fund (MFS Value Fund Class R4) is managed by MFS Investment Management with $777.9M 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 11.06%. The 1-year return is 18.43% and the 5-year return is 8.85%. MEIJX dividend yield stands at 8.81%, paid quarterly.
MEIJX top holdings include Amazon.Com Inc (5.2%), Jpmorgan Chase (4.0%), Microsoft Corp (3.4%), Kla Corp (3.3%), Apple, Inc (2.9%). 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.