A patient, risk-conscious approach and strong analytical support earn MFS Value a Morningstar Analyst Rating of Gold for its cheapest share classes, with more expensive shares ranging from Silver to Bronze.
Will MEIAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MEIAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MEIAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MEIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.