MFS Value Fund Class I (MEIIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.86% | 4.13% | -1.27% |
Year-to-Date | 2.71% | 3.21% | -0.50% |
1 Year | 2.07% | 0.00% | 2.07% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
34%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.67%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$856
Real cost (fees + lost compounding)
$1,059
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-2.93%