4 / 5 Stars
4 5 5 4 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#9 in Large Value
U.S. News evaluated 325 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.17 percent over the past year, 13.91 percent over the past three years, 17.50 percent over the past five years, and 8.26 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.5%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||8.3%|
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in issuers with large market capitalizations. It generally defines large market capitalization issuers as issuers with market capitalizations of at least $5 billion at the time of purchase. The fund normally invests the fund's assets primarily in U.S. equity securities. It focuses on investing the fund's assets in the stocks of companies it believes are undervalued compared to their perceived worth (value companies).
Fees are Below Average compared to funds in the same category.
MFS® Institutional Large Cap Value Fund has an expense ratio of 0.65 percent.
Risk is Average compared to funds in the same category according to Morningstar.