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    MFS Value B (MFEBX)

    33.50 Down 0.12(0.36%) Dec 16
    Prev Close:33.50
    YTD Return*:9.09%
    Net Assets*:35.62B
    Yield*:1.21%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for MFEBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    JPM4.257.11
    PM3.733.60
    JNJ3.7321.49
    WFC3.2822.40
    PFE2.826.46

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:35.62B
    Category:Large Value
    Annual Report Expense Ratio (net):1.63%

    Performance & Risk

    YTD Return:9.09%
    5y Avg Return:13.54%
    Rank in Category (ytd):72
    % Rank in Category (ytd):5.57%
    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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