Nasdaq - Delayed Quote USD
MFS Value Fund Class 529C (ECVLX)
50.79
-0.01
(-0.02%)
At close: December 22 at 8:00:13 PM EST
Investment Information
- Min Initial Investment
- 250
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Northwestern Mutual Inv Srvc, LLC
- Mutual Of Omaha Investor Services Inc
- Edward Jones
- LPL SAM Eligible
- Raymond James
- Robert W. Baird & Co.
- Trade PMR NTF
- U.S. Bancorp Investments, Inc.
- PAS
- LPL SWM
Fund Summary
The investment seeks capital appreciation. 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 | 65.5B |
| YTD Return | -4.08% |
| Yield | 0.46% |
| Morningstar Rating | |
| Inception Date | Jul 31, 2002 |
Performance & Risk
| YTD Return | 8.41% |
| 5y Average Return | 7.87% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
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