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Nasdaq - Delayed Quote USD
MFS Mid Cap Value Fund (MCBVX)
26.66
-1.56
(-5.53%)
At close: 8:01:31 PM EDT
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- Previous Close
28.22 - YTD Return 0.56%
- Expense Ratio 1.74%
- Category Mid-Cap Value
- Last Cap Gain 30.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 17.51B
- Beta (5Y Monthly) 0.98
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 27.00%
- Last Dividend 0.12
- Inception Date Apr 1, 2005
The fund normally invests at least 80% of the fund's net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities.
MFS
Fund Family
Mid-Cap Value
Fund Category
17.51B
Net Assets
2005-04-01
Inception Date
Performance Overview: MCBVX
View MoreTrailing returns as of 4/2/2025. Category is Mid-Cap Value.
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MGIBX MFS International Intrinsic Value B
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MEMBX MFS Emerging Markets Equity B
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MIDBX MFS International New Discovery B
28.05
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MRIBX MFS Research International B
22.67
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MTCBX MFS Technology B
36.29
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MRGBX MFS Core Equity B
37.99
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MITBX MFS Massachusetts Investors Tr B
31.68
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MFRBX MFS Research B
44.47
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MVCAX MFS Mid Cap Value A
28.58
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MGRBX MFS International Growth B
39.48
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Holdings: MCBVX
View MoreSector Weightings
SectorMCBVX
Financial Services 20.15%
Industrials 17.03%
Consumer Cyclical 11.46%
Technology 8.24%
Real Estate 7.79%
Utilities 7.74%
Healthcare 7.55%
Consumer Defensive 7.34%
Energy 6.08%
Basic Materials 5.38%
Communication Services 1.25%
Recent News: MCBVX
View MoreResearch Reports: MCBVX
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