MFS Series Trust I - MFS Value Fund Class A (MEIAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.69: the stock has moved about 31% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerMFS Series Trust I - MFS Value Fund Class A (MEIAX) trades at $52.40. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for MEIAX: MEIAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
MFS Series Trust I - MFS Value Fund Class A (MEIAX) Financial Services Profile
MFS Series Trust I - MFS Value Fund Class A (MEIAX) is a value-oriented asset management fund within the Financial Services sector, focusing on undervalued equity securities to achieve capital appreciation. The fund's strategy centers on identifying companies whose stock prices are below their perceived intrinsic worth.
What Is the Investment Thesis for MEIAX?
MEIAX presents a value-oriented investment approach, focusing on undervalued equity securities to generate capital appreciation. With a beta of 0.69, the fund demonstrates lower volatility compared to the broader market, potentially offering downside protection during market downturns. The fund's success hinges on MFS's ability to accurately identify undervalued companies with strong fundamentals and growth potential. However, the absence of dividend payouts may deter income-seeking investors. The fund's performance is subject to market fluctuations and the inherent risks associated with equity investments. The fund's focus on value investing may lead to periods of underperformance compared to growth-oriented strategies, particularly during bull markets.
Based on FMP financials and quantitative analysis
MEIAX Key Highlights
Market capitalization of $56.43 billion, indicating a substantial asset base.
- Beta of 0.69, suggesting lower volatility compared to the overall market.
- Investment strategy focused on undervalued equity securities, potentially offering long-term capital appreciation.
- Managed by MFS (Massachusetts Financial Services), a global investment management firm with a long history.
- Absence of dividend payouts, which may not appeal to income-seeking investors.
Who Are MEIAX's Competitors?
MEIAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| FAETX American Funds 2030 Target Date Retirement Fd Cl F-1 | $19.31 | +0.47% | $51.0B | — |
| FAQTX American Funds 2035 Target Date Retirement Fd Cl F-1 | $21.96 | +0.60% | $55.5B | — |
| FAUTX American Funds 2040 Target Date Retirement Fd Cl F-1 | $24.72 | +0.77% | $53.3B | — |
| MEIIX MFS Value Fund Class I | $53.01 | +0.30% | $48.7B | — |
| MEIKX MFS Value Fund Class R6 | $52.51 | +0.31% | $48.8B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are MEIAX's Key Strengths?
Established brand and reputation of MFS.
- Experienced investment management team.
- Disciplined value investing approach.
- Lower volatility compared to the overall market (beta of 0.69).
What Are MEIAX's Weaknesses?
Absence of dividend payouts may deter income-seeking investors.
- Value investing may underperform during growth-oriented market cycles.
- Dependence on MFS's ability to identify undervalued companies.
- Susceptible to market fluctuations and economic downturns.
What Are the Key Risks for MEIAX?
Market volatility and economic downturns negatively impacting fund performance.
- Underperformance of value investing strategies compared to growth-oriented strategies.
- Inability of MFS to accurately identify undervalued companies.
- Competition from other asset management firms and investment products.
- Changes in interest rates and inflation affecting stock valuations.
What Threats Does MEIAX Face?
- Increasing competition from passive investment strategies and fintech companies.
- Regulatory changes and compliance costs.
- Macroeconomic risks and market volatility.
- Changing investor preferences and demand for ESG investing.
What Are MEIAX's Competitive Advantages?
- Established brand reputation of MFS (Massachusetts Financial Services).
- Experienced investment management team with a proven track record.
- Disciplined value investing approach.
- Diversified portfolio of value stocks.
What Does MEIAX Do?
MFS Series Trust I - MFS Value Fund Class A (MEIAX) is an investment fund managed by MFS (Massachusetts Financial Services), a global investment management firm founded in 1924. The fund's primary objective is to seek capital appreciation by investing primarily in equity securities, including common stocks and other instruments representing ownership interests in companies. MEIAX focuses on identifying and investing in companies that MFS believes are undervalued compared to their perceived intrinsic worth, employing a value investing approach. The fund's investment strategy involves rigorous fundamental analysis to assess the financial health, competitive positioning, and growth prospects of potential investments. MEIAX aims to construct a diversified portfolio of value stocks across various sectors and market capitalizations, seeking to generate long-term capital appreciation for its investors. The fund operates within the broader asset management industry, catering to investors seeking exposure to value-oriented equity investments.
What Products and Services Does MEIAX Offer?
- Invests primarily in equity securities, including common stocks.
- Focuses on companies believed to be undervalued compared to their perceived worth.
- Seeks capital appreciation as its primary investment objective.
- Conducts fundamental analysis to assess the financial health and growth prospects of potential investments.
- Constructs a diversified portfolio of value stocks across various sectors.
- Manages assets on behalf of individual and institutional investors.
How Does MEIAX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- AUM growth is driven by investment performance and net inflows from investors.
- Expenses include investment management fees, administrative costs, and marketing expenses.
What Industry Does MEIAX Operate In?
MEIAX operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. The increasing popularity of passive investment strategies and the rise of fintech companies are reshaping the competitive landscape. MEIAX's focus on value investing differentiates it from growth-oriented funds and passive index trackers. The fund's success depends on its ability to navigate these industry dynamics and deliver consistent performance for its investors.
Who Are MEIAX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors, such as pension funds and endowments.
- Financial advisors and intermediaries who recommend the fund to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
| 2026-10-05 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -4.4%.
MEIAX Financials
Bull Case vs Bear Case
Bull Case
- Established brand and reputation of MFS.
- Experienced investment management team.
- Disciplined value investing approach.
- Lower volatility compared to the overall market (beta of 0.69).
Bear Case
- Absence of dividend payouts may deter income-seeking investors.
- Value investing may underperform during growth-oriented market cycles.
- Dependence on MFS's ability to identify undervalued companies.
- Susceptible to market fluctuations and economic downturns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
MEIAX Latest News
No recent news available for MEIAX.
MEIAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for MEIAX.
Price Targets
Wall Street price target analysis for MEIAX.
MEIAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for MEIAX; grades run from A+ (80-100) to F (below 30).
Common Questions About MEIAX (Financials)
What are the main risks for MEIAX?
The main risks for MEIAX include market risk, which is the possibility of losses due to fluctuations in the overall stock market. Value investing risk, where the fund's focus on undervalued stocks may lead to underperformance during certain market cycles.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be made in consultation with a qualified financial advisor.