MFEBX Mutual Fund

MFEBX Mutual Fund (MFS Value Fund Class B) is managed by MFS Investment Management with $2.3M 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 10.02%. The 1-year return is 12.68% and the 5-year return is 7.16%. MFEBX dividend yield stands at 7.72%, paid quarterly.

MFEBX 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 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.