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MFS Value Fund (MEIAX)

SEC CIK 798244 · Series S000000769 · Portfolio as of 2026-05-31

Net assets
$51.11B
Holdings
71
Snapshots
27
History since
2019-11-30

Top holdings

SecurityValueWeight
JPMorgan Chase & Co · JPM$2.19B4.29%
Cigna Group/The · CI$1.43B2.81%
Johnson & Johnson · JNJ$1.41B2.76%
Analog Devices Inc · ADI$1.39B2.72%
Morgan Stanley · MS$1.37B2.69%
RTX Corp · RTX$1.28B2.50%
KLA Corp · KLAC$1.26B2.47%
Progressive Corp/The · PGR$1.25B2.46%
Boeing Co/The · BA$1.24B2.42%
Exxon Mobil Corp · XOM$1.19B2.34%

Sector exposure

financials
34.4%
industrials
14.9%
technology
14.0%
healthcare
10.3%
utilities
8.8%
energy
6.5%
consumer discretionary
5.4%
other
2.6%

Recent monthly returns

2025-12
+1.35%
2026-01
+3.26%
2026-02
+2.77%
2026-03
-4.82%
2026-04
+4.62%
2026-05
-1.20%

From N-PORT Part B, units verified by net-asset reconciliation.

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Source: SEC EDGAR Form N-PORT. Data is quarterly with a regulatory filing lag; this page shows the most recent public filing. Not investment advice.