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MFS Value A (MEIAX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Value A (MEIAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of MFS Value A Fund (MEIAX) ManagerFund Manager - Nevin P. Chitkara

Fund Manager Information

Fund Manager Tenure: 11.5 years
Similar Funds: MEICX  MEIGX  MEIHX  MEIIX  MEIJX  MEIKX 
Fund Family: MFS
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)

 

Graph of MFS Value A Fund (MEIAX) ProfileMFS Value A Fund (MEIAX) Profile

Fund Profile and Description

MFS Value A Fund seeks capital appreciation. MFS Value A Fund invests primarily in the stock of companies that it believes are undervalued compared to their perceived worth (value companies). While the fund may invest in companies of any size, it generally focuses on companies with large capitalizations. MFS Value A Fund may invest in foreign securities and derivatives.

 

MFS Value A (MEIAX) Fund Strength What we like about MFS Value A (MEIAX) Fund

Data for MFS Value A Fund (MEIAX) as of May 30, 2016

  • MFS Value A Fund (MEIAX) management has been with MFS Value A Fund for 11.5 years
  • MFS Value A Fund (MEIAX) has good short-term performance (1-year return 2.82% vs -2.36% Large Value category median performance)
  • MFS Value A Fund (MEIAX) has good mid-term performance (3-year return 10.27% vs 7.81% Large Value category median performance)
  • MFS Value A Fund (MEIAX) has good Long-term performance (5-year return 11.16% vs 9.15% Large Value category median performance)
  • MFS Value A Fund (MEIAX) ratio of up-years vs down years is greater than 2
  • MFS Value A Fund (MEIAX) has a Morningstar rating of 4 and above
  • Asset base in MFS Value A Fund (MEIAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Value A Fund (MEIAX) has an annual stock turnover rate of 12.00% vs Large Value average of 44.24%. It is good that MFS Value A management does not trade extensively for its return.
  • MFS Value A Fund (MEIAX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.56, lower than category average of 11.7
  • MFS Value A Fund (MEIAX) has a lower expense ratio than its Large Value average: 0.86% vs 1.10%

MFS Value A Fund (MEIAX) Weakness What we are cautious about MFS Value A (MEIAX) Fund

Data for MFS Value A Fund (MEIAX) as of May 30, 2016

  • MFS Value A Fund (MEIAX) carries a 5.75% load
See MFS Value A Fund (MEIAX) performance details as of May 30, 2016

 

What do you think?

 

Compare MFS Value A Fund (MEIAX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Value A6.432.8210.2711.16
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare MFS Value A Fund (MEIAX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of MFS Value A Fund (MEIAX) Net Asset TrackingMFS Value A (MEIAX) Fund Net Asset

Track net asset change of MFS Value A fund (MEIAX)

DateNet Asset
05/2016$38.04B
03/2016$35.85B
02/2016$33.47B
More historic net asset information on MFS Value A Fund (MEIAX)

  

Graph of MFS Value A Fund (MEIAX) Portfolio TrackingMFS Value A (MEIAX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Value A fund (MEIAX)

DateCashStockBondOther
04/20161.43%98.44%0%0.13%
02/20161.02%98.76%0%0.22%
01/20161.22%98.63%0%0.15%
Click here to see more historic asset allocation information on MFS Value A Fund (MEIAX)

 

graph of MFS Value A Fund (MEIAX) Top 10 Position TrackingTop 10 Holdings in MFS Value A (MEIAX) Fund

Discover what MFS Value A Fund (MEIAX) manager is buying

Apr 29, 2016
JP Morgan Chase & Co. Common St [4.3%]
Johnson & Johnson Common Stock [3.56%]
Philip Morris International Inc [3.37%]
Wells Fargo & Company Common St [2.93%]
Accenture plc Class A Ordinary [2.71%]
Pfizer, Inc. Common Stock [2.3%]
Medtronic plc. Ordinary Shares [2.16%]
PPG Industries, Inc. Common Sto [2.12%]
Honeywell International Inc. Co [2.1%]
3M Company Common Stock [2.01%]

Feb 28, 2016
JP Morgan Chase & Co. Common St [4.16%]
Johnson & Johnson Common Stock [3.65%]
Philip Morris International Inc [3.5%]
Wells Fargo & Company Common St [3.01%]
Accenture plc Class A Ordinary [2.59%]
Pfizer, Inc. Common Stock [2.42%]
Medtronic plc. Ordinary Shares [2.2%]
The Travelers Companies, Inc. C [2.1%]
3M Company Common Stock [2.06%]
Honeywell International Inc. Co [2.03%]

Jan 30, 2016
JP Morgan Chase & Co. Common St [4.4%]
Johnson & Johnson Common Stock [3.73%]
Philip Morris International Inc [3.64%]
Wells Fargo & Company Common St [3.2%]
Accenture plc Class A Ordinary [2.73%]
Pfizer, Inc. Common Stock [2.48%]
Medtronic plc. Ordinary Shares [2.16%]
The Travelers Companies, Inc. C [2.09%]
Honeywell International Inc. Co [2.06%]
PPG Industries, Inc. Common Sto [1.99%]
Click here for Stock Holding Change Map in MFS Value A Fund (MEIAX)

  

Latest News on MFS Value A (MEIAX) Fund

See what is happening with MFS Value A Fund (MEIAX)

 

MFS Value A Fund (MEIAX) Related ResourcesSee more information on MFS Value A (MEIAX) Fund

Popular pages on MFS Value A (MEIAX) Fund

  

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