MFEBX Mutual Fund
MFEBX Mutual Fund
MFEBX Mutual Fund
MFS Value Fund Class B
MFEBX Mutual Fund Overview
MFEBX Mutual Fund (MFS Value Fund Class B) is managed by MFS Investment Management with $2.7M in net assets. MFEBX expense ratio is 1.54%, holding 76 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1997-11-04.
MFEBX performance shows a YTD return of 10.44%. The 1-year return is 17.29% and the 5-year return is 7.77%. MFEBX dividend yield stands at 7.72%, paid quarterly.
MFEBX 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 MFEBX holdings, MFEBX sectors, or MFEBX dividends.
MFEBX can be compared against other funds. Use MFEBX overlap to find shared positions, or MFEBX vs another fund for a side-by-side view. MFEBX alternatives are available via the screener, along with tax-loss harvesting opportunities.