Nasdaq - Delayed Quote USD

MFS Value B (MFEBX)

54.13 -0.22 (-0.40%)
At close: 8:00 PM EST

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).

MFS Value B

Boston, MA 2199
111 Huntington Avenue, 24th Floor
1-800-637-2929

Fund Overview

Category Large Value
Fund Family MFS
Net Assets 59.61B
YTD Return 13.02%
Yield 0.61%
Morningstar Rating
Inception Date Nov 04, 1997

Fund Operations

Last Dividend 0.27
Last Cap Gain 45.00
Holdings Turnover 13.00%
Average for Category --

Fees & Expenses

Expense MFEBX Category Average
Annual Report Expense Ratio (net) 1.54% 0.90%
Prospectus Net Expense Ratio 1.54% --
Prospectus Gross Expense Ratio 1.55% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Katherine A. Cannan, Lead Manager since December 31, 2019
Katherine Ann Cannan - Investment Officer - Portfolio Manager - As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2013; previous positions include Equity Research Analyst; MFS Summer Intern. - Previous experience includes 2 years as Associate at Thomas H. Lee Partners; 2 years as Analyst at Goldman, Sachs & Co.. - Northwestern University, Bachelor of Arts, magna cum laude, Phi Beta Kappa - Harvard Business School, Master of Busi

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers