Nasdaq - Delayed Quote USD

MFS Value C (MEICX)

48.75 +0.38 (+0.79%)
As of 8:05 AM EDT. Market Open.

Fund Summary

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.49%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 7

Performance & Risk

YTD Return 4.63%
5y Average Return 8.38%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MEICXCategory AverageMEICXCategory AverageMEICXCategory Average
Alpha -2.29 -0.06 -3.51 -0.05 -3.18 -0.03
BETA 0.81 0.01 0.89 0.01 0.91 0.01
Mean Annual Return 0.7 0.01 0.89 0.01 0.76 0.01
R-squared 84.75 0.88 88.83 0.87 89.63 0.88
Standard Deviation 15.51 0.2 17.25 0.16 14.52 0.15
Sharpe Ratio 0.35 0.01 0.5 0.01 0.53 0.01
Treynor Ratio 5.52 0.11 8.42 0.11 7.58 0.1

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