Mutual Fund Insights: MFS Value R4 Fund (MEIJX)

In-depth Analysis of MFS Value R4 Fund (MEIJX)

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See MFS Value R4 Fund (MEIJX) performance details as of January 31, 2010

  

Last Trade: $21.40 on 3/12/2010, Change: -0.04 (-0.19%)

Experiment our closing price forecasting tool for MFS Value R4 Fund (MEIJX) (alpha release)

  

Fund Manager - Steven R. Gorham

Fund Manager Tenure: 8.1 years   [Similar Funds: MEIAX  MEICX  MEIGX  MEIHX  MEIIX  MEIWX ]
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

investment officer; value equity portfolio manager Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. Joined MFS in 1989 as a Teleservices Representative; promoted to a Marketing Representative in 1991; promoted to Equity Research Analyst in 1992 following U.S. media, paper and forest products, and cellular telephones.  Get more insights on Steven R. Gorham

  

 What we like about MFS Value R4 Fund (MEIJX)

Data for MFS Value R4 Fund (MEIJX) as of January 31, 2010

• MFS Value R4 Fund (MEIJX) management has been with MFS Value R4 Fund for 8.1 years
• MFS Value R4 Fund (MEIJX) has good mid-term performance (3-year return -5.71% vs -8.60% Large Value category average)
• MFS Value R4 Fund (MEIJX) has good Long-term performance (5-year return 2.09% vs -0.19% Large Value category average)
• MFS Value R4 Fund (MEIJX) has a Morningstar rating of 4 and above
• MFS Value R4 Fund (MEIJX) has an annual stock turnover rate of 33.00% vs Large Value average of 69.44%. It is good that MFS Value R4 management does not trade extensively for its return.
• MFS Value R4 Fund (MEIJX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.35, lower than category average of 20.74
• MFS Value R4 Fund (MEIJX) has a lower management fee than its Large Value average: 0.78% vs 1.28%
• MFS Value R4 Fund (MEIJX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about MFS Value R4 Fund (MEIJX)

Data for MFS Value R4 Fund (MEIJX) as of January 31, 2010

• MFS Value R4 Fund (MEIJX) has a less-than-ideal short-term performance (1-year return 28.86% vs 32.89% Large Value category average)
• MFS Value R4 Fund (MEIJX) ratio of up-years vs down years can be improved

See MFS Value R4 Fund (MEIJX) performance details as of January 31, 2010

  

  

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MFS Value R4 Fund (MEIJX) Net Asset

Track net asset change of MFS Value R4 fund (MEIJX)

Date	Net Asset
01/2010	$1.06B
11/2009	$909.97M
10/2009	$798.27M

More historic net asset information on MFS Value R4 Fund (MEIJX)

  

MFS Value R4 Fund (MEIJX) Portfolio Allocation

Track portfolio allocation change of MFS Value R4 fund (MEIJX)

Date	Cash	Stock	Bond	Other
10/2009	1.11%	98.9%	0%	0%
09/2009	1.59%	98.41%	0%	0%
08/2009	1.16%	98.84%	0%	0%

Click here to see more historic asset allocation information on MFS Value R4 Fund (MEIJX)

  

Most Recent Top 10 Holdings in MFS Value R4 Fund (MEIJX)

Discover what MFS Value R4 Fund (MEIJX) manager is buying

31-Oct-09 LOCKHEED MARTIN CP [4.24%] AT&T INC. [3.56%] PHILIP MORRIS INTL [3.03%] BANK OF NY MELLON CP [2.87%] JP MORGAN CHASE CO [2.82%] GOLDMAN SACHS GRP [2.69%] METLIFE INC [2.51%] TOTAL S.A. [2.5%] NORTHROP GRUM HOL CO [2.35%] CHEVRON CORP [2.33%]

30-Sep-09 LOCKHEED MARTIN CP [4.39%] AT&T INC. [3.49%] PHILIP MORRIS INTL [3.08%] GOLDMAN SACHS GRP [2.95%] JP MORGAN CHASE CO [2.89%] METLIFE INC [2.88%] BANK OF NY MELLON CP [2.66%] TOTAL S.A. [2.53%] NORTHROP GRUM HOL CO [2.36%] EXXON MOBIL CP [2.1%]

31-Aug-09 LOCKHEED MARTIN CP [4.4%] AT&T INC. [3.34%] METLIFE INC [2.96%] JP MORGAN CHASE CO [2.96%] PHILIP MORRIS INTL [2.96%] TOTAL S.A. [2.78%] GOLDMAN SACHS GRP [2.74%] BANK OF NY MELLON CP [2.59%] NORTHROP GRUM HOL CO [2.33%] EXXON MOBIL CP [2.2%]

Click here for Stock Holding Change Map in MFS Value R4 Fund (MEIJX)

  

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See more information on MFS Value R4 Fund (MEIJX)

• MFS Value R4 Fund Insights
• MFS Value R4 Fund Performance Data
• MFS Value R4 Fund News
• MFS Value R4 Fund Score Explaination
• MFS Value R4 Fund Manager Information
• Historic MFS Value R4 Fund Asset Allocation Report
• Historic MFS Value R4 Fund Top 10 Holding Tracking
• Historic MFS Value R4 Fund Asset Under Management Tracking