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Morningstar

MFS Value A MEIAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
44.98  /  1.55 %
Total Assets
53.9 Bil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Fee Level
Low
Longest Manager Tenure
16.33 years
Category
Large Value
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.40%
Turnover
8%

Morningstar’s Fund Analysis MEIAX

Will MEIAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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.

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of MEIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Consistently strong.

Analyst

Summary

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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.

Unlock our full analysis with Morningstar Investor