MFEBX Mutual Fund

MFEBX Mutual Fund (MFS Value Fund Class B) is managed by MFS Investment Management with $2.0M in net assets. MFEBX expense ratio is 1.54%, holding 73 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1997-11-04.

MFEBX performance shows a YTD return of 11.32%. The 1-year return is 15.91% and the 5-year return is 7.18%. MFEBX dividend yield stands at 0.52%, paid quarterly.

MFEBX 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 MFEBX holdings, MFEBX sectors, or MFEBX dividends.

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