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Nasdaq - Delayed Quote USD

MFS Mid Cap Value R4 (MVCJX)

27.67
-0.31
(-1.11%)
As of 8:06:41 AM EDT. Market Open.
Loading Chart for MVCJX
  • Previous Close 27.98
  • YTD Return -2.59%
  • Expense Ratio 0.74%
  • Category Mid-Cap Value
  • Last Cap Gain 30.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 16.76B
  • Beta (5Y Monthly) 0.97
  • Yield 1.14%
  • 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

16.76B

Net Assets

2005-04-01

Inception Date

Performance Overview: MVCJX

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Trailing returns as of 4/16/2025. Category is Mid-Cap Value.

YTD Return

MVCJX
2.59%
Category
21.28%
 

1-Year Return

MVCJX
1.92%
Category
55.83%
 

3-Year Return

MVCJX
5.46%
Category
11.08%
 

5-Year Return

MVCJX
17.64%
Category
11.93%
 

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Holdings: MVCJX

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Sector Weightings

SectorMVCJX
Industrials   17.03%
Technology   8.24%
Real Estate   7.79%
Utilities   7.74%
Healthcare   7.55%
Energy   6.08%

Recent News: MVCJX

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Research Reports: MVCJX

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