MFEBX Mutual Fund

MFEBX Mutual Fund (MFS Value Fund Class B) is managed by MFS Investment Management with $3.1M in net assets. MFEBX expense ratio is 1.54%, holding 73 positions across sectors including Financials, Industrials, Information Technology. 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 7.76%. MFEBX dividend yield stands at 7.69%, paid quarterly.

MFEBX 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 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.