MEIJX Mutual Fund

MEIJX Mutual Fund (MFS Value Fund Class R4) is managed by MFS Investment Management with $832.2M in net assets. MEIJX expense ratio is 0.54%, holding 73 positions across sectors including Financials, Industrials, Information Technology. 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 8.84%. MEIJX dividend yield stands at 8.79%, paid quarterly.

MEIJX 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 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.