MEIAX Mutual Fund

MEIAX Mutual Fund (MFS Value Fund Class A) is managed by MFS Investment Management with $7.14B in net assets. MEIAX expense ratio is 0.79%, holding 73 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1996-01-02.

MEIAX performance shows a YTD return of 12.02%. The 1-year return is 16.78% and the 5-year return is 7.99%. MEIAX dividend yield stands at 1.43%, paid quarterly.

MEIAX 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 MEIAX holdings, MEIAX sectors, or MEIAX dividends.

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