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 Dow Up 0.02% Nasdaq Down 0.07%

MFS Value R4 (MEIJX)

34.68 Down 0.01(0.03%) Jul 23
Prev Close:34.68
YTD Return*:4.79%
Net Assets*:34.17B
Yield*:2.02%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for MEIJX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM3.920.43
PM3.82-1.19
JNJ3.6317.08
WFC3.2517.56
PFE2.90-0.10

Fund Basics

Morningstar Overall Rating:
Total Assets:34.17B
Category:Large Value
Annual Report Expense Ratio (net):0.67%

Performance & Risk

YTD Return:4.79%
5y Avg Return:16.96%
Rank in Category (ytd):90
% Rank in Category (ytd):6.99%
Beta (3y):1.07
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital appreciation. The fund normally invests its assets in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, equity interests in real estate investment trusts (REITs), and depositary receipts for such securities. It focuses on the stocks of companies it believes are undervalued compared to their perceived worth (value companies). The fund may invest in companies of any size, while it focuses on companies with large capitalizations. The fund may invest in foreign securities. View More
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