Nasdaq - Delayed Quote USD

MFS Value C (MEICX)

50.00 +0.81 (+1.65%)
At close: May 31 at 8:00 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • CommonWealth NTF
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Securities America Advisors
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • Vanguard TF
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)

Fund Summary

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).

Fund Overview

Category Large Value
Fund Family MFS
Net Assets 57.42B
YTD Return 4.33%
Yield 0.73%
Morningstar Rating
Inception Date May 01, 2006

Performance & Risk

YTD Return 7.31%
5y Average Return 9.71%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

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