MEIHX Mutual Fund

MEIHX Mutual Fund (MFS Value Fund Class R3) is managed by MFS Investment Management with $1.10B in net assets. MEIHX expense ratio is 0.79%, holding 73 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2005-04-01.

MEIHX performance shows a YTD return of 12.03%. The 1-year return is 16.80% and the 5-year return is 7.99%. MEIHX dividend yield stands at 1.42%, paid quarterly.

MEIHX top holdings include Microsoft Corp (5.9%), Amazon.com Inc (5.5%), JPMorgan Chase & Co (4.0%), Apple Inc (3.3%), Cigna Corp. (2.6%). Go to all MEIHX holdings, MEIHX sectors, or MEIHX dividends.

MEIHX can be compared against other funds. Use MEIHX overlap to find shared positions, or MEIHX vs another fund for a side-by-side view. MEIHX alternatives are available via the screener, along with tax-loss harvesting opportunities.