MFS Value Fund Class 529B (EBVLX)
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MFS Value Fund Class 529B
MFS Series Trust I
111 Huntington Avenue, 24th Floor
Boston, MA 2199
800-225-2606
Management Information
Nevin P. Chitkara,Lead Manager since May 30, 2006
Nevin Chitkara is an investment officer of MFS Investment Management (MFS®) and a portfolio manager of the firm's value, total return, and global total return portfolios.
Prior to being named portfolio manager in 2006, Nevin was an equity research analyst specializing in the business services, cellular telephone, and telephone services industries. Nevin joined MFS in 1997. Previously, he served on the corporate audit and business development staffs of General Electric Co.
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Morningstar Category
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Fund Overview
CategoryLarge Value
Fund FamilyMFS
Net Assets64.04B
YTD Return-3.92%
Yield1.11%
Morningstar Rating★★★
Inception DateJul 30, 2002
Fund Operations
Last Dividend0.15
Last Cap Gain0.00
Holdings Turnover16.00%
Average for CategoryN/A
Fees & Expenses
ExpenseEBVLXCategory Average
Annual Report Expense Ratio (net)1.63%0.90%
Prospectus Net Expense Ratio1.63%N/A
Prospectus Gross Expense Ratio1.63%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales Load4.00%N/A
3 Yr Expense Projection814N/A
5 Yr Expense Projection1,087N/A
10 Yr Expense Projection1,732N/A
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