About MEIAX
MFS Value Fund Class A is a large value mutual fund that seeks capital appreciation by primarily investing in equity securities, such as common stocks, of companies the fund’s managers believe are undervalued relative to their intrinsic worth. Managed by Massachusetts Financial Services Company, this fund is notable for its focus on large-cap, high-quality businesses across a range of industries, with a keen emphasis on downside risk management and a long-term investment horizon. The portfolio is generally diversified, with top holdings often representing financial services, healthcare, energy, and industrial sectors. The fund employs an active, bottom-up investment approach driven by fundamental analysis, evaluating factors like earnings, cash flow, competitive position, and management quality. While the majority of investments are in U.S. companies, the fund may also allocate assets to foreign equities. MFS Value Fund Class A aims to deliver steady returns with moderate volatility and is benchmarked against the Russell 1000 Value Index, making it a significant participant in the large value segment of the U.S. mutual fund market.
Fund Family MFS
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MEIAX
Share Class A
Index Russell 1000 Value TR
MEIAX had a total return of 14.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.68%.
