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Nasdaq - Delayed Quote USD

MFS Mid Cap Value Fund (MCVIX)

30.95
+0.04
+(0.13%)
At close: 8:03:54 PM EDT
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  • Previous Close 30.91
  • YTD Return 0.72%
  • Expense Ratio 0.74%
  • Category Mid-Cap Value
  • Last Cap Gain 30.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 17.51B
  • Beta (5Y Monthly) 0.98
  • Yield 1.08%
  • 5y Average Return --
  • Holdings Turnover 27.00%
  • Last Dividend 0.38
  • 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

More about MFS Mid Cap Value Fund

Performance Overview: MCVIX

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Trailing returns as of 3/31/2025. Category is Mid-Cap Value.

YTD Return

MCVIX
0.72%
Category
21.28%
 

1-Year Return

MCVIX
10.77%
Category
55.83%
 

3-Year Return

MCVIX
6.71%
Category
11.08%
 

5-Year Return

MCVIX
12.88%
Category
11.93%
 

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Holdings: MCVIX

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Sector Weightings

SectorMCVIX
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%
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Recent News: MCVIX

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Research Reports: MCVIX

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