MFS Value FundMEIKX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$56.0B
Expense ratio
0.44%
1-year return
+13.9%
3 years, a year
+14.1%
5 years, a year
+8.4%
Holdings
73

What it aims to do.

The funds investment objective is to seek capital appreciation.

Top 10 holdings.

Holding% of fund
JPM JPMorgan Chase & Co4.25%
MCK McKesson Corp3.43%
PGR Progressive Corp/The3.01%
JNJ Johnson & Johnson3.00%
CI Cigna Group/The2.90%
RTX RTX Corp2.79%
XOM Exxon Mobil Corp2.42%
BA Boeing Co/The2.36%
ADI Analog Devices Inc2.31%
MS Morgan Stanley2.12%

More on MEIKX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.