MFS Value Fund

MFS SERIES TRUST I · Series S000000769 · 9 share classes

One fund, 9 share classes:MEIAXMEIJXMFEBXMEICXMEIIXMEIGXMVRRXMEIHXMEIKX
$56.03B NAV
73 positions · as of 2026-02-28 · filed 2026-04-24
data updated 2026-07-30

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

GroupLongShortNet %NAV
Stocks99.78%99.78%
Other0.00%
vs 2025Q4: 6 new5 exitedlargest add NEE+0.79pplargest trim MDLZ-0.90pp

Top holdings

By % of NAV · every resolvable issuer links to its company page

TickerIssuer%NAVValue
JPMJPMorgan Chase & Co4.25%$2.38B
MCKMcKesson Corp3.43%$1.92B
PGRThe Progressive Corp3.01%$1.69B
JNJJohnson & Johnson3.00%$1.68B
CIThe Cigna Group2.90%$1.62B

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Full holdings with filed share counts, the complete quarter-over-quarter change list, and the fixed-income profile for every bond position — free with an account, no card required.

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