MFS Series Selected Fundamentals

MEIAX -- USA Fund  

USD 43.93  0.08  0.18%

MFS Series fundamental analysis lookup allows you to check this and other indicators for MFS Series Trust I MFS Value or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please check also Equity Screeners to view more equity screening tools

MFS Series Minimum Initial Investment Analysis

Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Minimum Initial Investment 
First Fund Deposit 
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MFS Series Minimum Initial Investment  =
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About Minimum Initial Investment

Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Compare to competition
Based on recorded statements MFS Series Trust I MFS Value has Minimum Initial Investment of 1 K. This is much higher than that of the MFS family, and significantly higher than that of Large Value category, The Minimum Initial Investment for all funds is notably lower than the firm.

MFS Series Trust Fundamental Drivers Relationships

MFS Series Trust I MFS Value is regarded fourth largest fund in equity positions weight among similar funds. It is rated below average in price to book among similar funds fabricating about  0.02  of Price to Book per Equity Positions Weight. The ratio of Equity Positions Weight to Price to Book for MFS Series Trust I MFS Value is roughly  43.07 

MFS Series Last Dividend Paid Peer Comparison

  Last Dividend Paid 
      MFS Series Comparables 
MFS Series is currently under evaluation in last dividend paid among similar funds.

Fund Instrument Allocation for MFS Series

The fund invests 99.06% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.94%) .
      Instrument Type 

MFS Series current financial ratios