MFS Value Selected Fundamentals

MEIGX -- USA Fund  

USD 43.10  0.47  1.08%

MFS Value fundamental analysis lookup allows you to check this and other indicators for MFS Value Fund Class R1 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 Value Five Year Return Analysis

Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Five Year Return 
(Mean of Monthly Returns - 1) 
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MFS Value Five Year Return  =
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About Five Year Return

Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
Compare to competition
According to company disclosure MFS Value Fund Class R1 has Five Year Return of -0.94%. This is much lower than that of the MFS family, and significantly lower than that of Large Value category, The Five Year Return for all funds is notably higher than the company.

MFS Value Fund Fundamental Drivers Relationships

MFS Value Fund Class R1 is rated below average in net asset among similar funds. It is rated below average in cash position weight among similar funds . The ratio of Net Asset to Cash Position Weight for MFS Value Fund Class R1 is about  53,936,170,213 

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Fund Instrument Allocation for MFS Value

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 Value current financial ratios