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MFS Value B (MFEBX)

48.56
-1.68
(-3.34%)
At close: 8:01:35 PM EDT
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  • Previous Close 50.24
  • YTD Return 5.95%
  • Expense Ratio 1.54%
  • Category Large Value
  • Last Cap Gain 45.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 58.7B
  • Beta (5Y Monthly) 0.81
  • Yield 0.61%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.12
  • Inception Date Apr 1, 2005

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies).

MFS

Fund Family

Large Value

Fund Category

58.7B

Net Assets

2005-04-01

Inception Date

Performance Overview: MFEBX

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Trailing returns as of 4/2/2025. Category is Large Value.

YTD Return

MFEBX
5.95%
Category
4.44%
 

1-Year Return

MFEBX
12.94%
Category
14.37%
 

3-Year Return

MFEBX
7.69%
Category
6.04%
 

5-Year Return

MFEBX
10.90%
Category
9.20%
 

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Holdings: MFEBX

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Sector Weightings

SectorMFEBX
Industrials   16.07%
Healthcare   15.24%
Utilities   9.03%
Technology   7.50%
Energy   6.22%
Real Estate   2.02%

Recent News: MFEBX

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Research Reports: MFEBX

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