Mfs large cap val 5 ticker
Webb4 aug. 2024 · NAV / 1-Day Return 46.64 / 0.32 %. Total Assets 56.7 Bil. Adj. Expense Ratio 0.790%. Expense Ratio 0.800%. Distribution Fee Level Low. Share Class Type … Webb10 mars 2024 · Mfs Large Cap Value Cit Cl 5 Overview Find basic information about the Mfs Large Cap Value Cit Cl 5 mutual fund such as total assets, risk rating, Min. …
Mfs large cap val 5 ticker
Did you know?
WebbMaximum Initial Sales Charge. 5.50%. Gross Expense Ratio*. 2.61%. Net Expense Ratio*. 1.60%. * As of 3/1/2024. Pursuant to contract, First Trust has agreed to waive fees and/or pay fund expenses to prevent the net expense ratio of any class of shares of the fund from exceeding 1.35% per year, excluding 12b-1 distribution and service fees ... WebbMetroimperial Intimacies
Webb17 okt. 2024 · Designed to provide capital appreciation primarily through a portfolio of high-quality U.S. mid-cap value equity securities. Employs a bottom-up approach to invest in mid-cap stocks with attractive fundamentals. Looks for companies with a competitive advantage, low cyclicality, significant free cash flow, strong management and attractive … WebbAmerican Balanced Fund (Class R-6 Fund 2611 RLBGX) seeks to provide conservation of capital, current income, and long-term growth of capital and income. Menu My Accounts My Accounts ACCOUNT INFORMATION. View Portfolio. Portfolio Value History. ... Large. 14.5%. Medium. 0.3%. Small. Weighted Average
WebbDimensional Etf Trust Us Large Cap Val 10.0 : $48M : 1.9M : 24.57 : Dbx Etf Tr Xtrack ... Vanguard Index Fds Large Cap Etf 0.5 : $2.4M : 13k : 186.81 : Amazon 0.5 : $2.3M : 23k : 103.29 : Berkshire Hathaway Inc Del Cl ... Mfs Multimarket Income Tr Sh Ben Int 0.2 : $990k : 218k : 4.54 : Wal-Mart ... Webb529. If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing.
WebbKatherine A. Cannan is an investment officer and equity portfolio manager with MFS Investment Management® (MFS®). As a member of the firm's US Large Cap Value …
Webb31 dec. 2024 · See holdings data for MFS Growth Fund (MFEGX). Research information including asset allocation, sector weightings and top holdings for MFS Growth Fund. the decline in american manufacturingWebb28 feb. 2024 · Expense cap expiration date: 28 Feb 2024. Please see the prospectus for details. Performance Average annual total returns Calendar year returns Morningstar ratings Average annual total returns As of: 31 Mar 2024 YTD as of: 10 Apr 2024 Inception date: 04 Dec 2015 MONTHLY QUARTERLY the decline in science education answerWebbThe Fund seeks capital appreciation by investing primarily in equity securities of U.S. issuers with large market capitalizations. To implement this objective, the Fund will be invested in the MFS Large Cap Value Fund (the “Underlying Fund”), a collective investment fund offered by MFS Heritage Trust Company ("Underlying Fund Advisor"). the decline in outpatient antibiotic useWebbMfs Large Cap Value Cit Cl 5 (0P0000MZZ5) US Funds Create Alert Add to Watchlist 39.810 -0.010 -0.03% 06/04 - Closed. Currency in USD ( Disclaimer ) Type: Fund … the decline of civility and good mannersWebbKatherine A. Cannan is an investment officer and equity portfolio manager with MFS Investment Management® (MFS®). As a member of the firm's US Large Cap Value … the decline in marriageWebb6 apr. 2024 · We measure value stocks using three factors: the ratios of book value, earnings, and sales to price. S&P Style Indices divide the complete market capitalization of each parent index into growth and value segments. Constituents are … the decline of british sea power albumWebb28 feb. 2024 · A multidimensional approach to value investing. Large Cap Value Fund received an Overall Morningstar Rating ™ of. Overall Morningstar Rating ™. as of 02/28/2024. Download fact sheet (pdf) Manager commentary: In a challenging year, the fund delivers solid relative performance. Highlights. the decline movie imdb