MEIAX (MFS Value;A)
Net Asset Value: 24.01 1-Day Return: 0.05 (0.21%) YTD Return as of 2/9/12:Up 7.28%

Classification: Large-Cap Value   Objective: Growth & Income   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 7.28 2.26 14.73 0.27 5.47
Classification 8.06 0.70 15.74 -1.47 4.05
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)682769168

Fund Stats

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Investment Objective:Growth & Income
Net Assets ($Mil)5,232.90
Inception Date:1/2/96
Manager Name, TenureChitkara/Gorham, 2006 / 2002
Expense Ratio: 0.94%
Sales Charge:
Load Type:
  
Front-End Load
5.75%
0.00%

Top 10 Holdings (As of 11/30/11)

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Company NameSymbol% Net Assets
Philip Morris International Inc Ord PM 4.14
Lockheed Martin Corp Ord LMT 3.61
Johnson & Johnson Ord JNJ 2.87
At&t Inc Ord T 2.65
Pfizer Inc Ord PFE 2.63
Chevron Corp Ord CVX 2.34
Jpmorgan Chase & Co Ord JPM 2.31
International Business Machines Corp Ord IBM 2.31
United Technologies Corp Ord UTX 2.27
Goldman Sachs Group Inc Ord GS 2.24
% of Total Holdings 27.37

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