MFS Active Value ETF benefits from a deep team and a topnotch approach, earning Above Average People and High Process ratings.
MFS Active Value ETF MFSV
Morningstar’s Analysis MFSV
Will MFSV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Amazon.com Inc | 5.73 | 33M | Consumer Cyclical |
Microsoft Corp | 4.99 | 29M | Technology |
JPMorgan Chase & Co | 4.46 | 26M | Financial Services |
Apple Inc | 2.92 | 17M | Technology |
ExxonMobil Holdings Corp | 2.78 | 16M | Energy |
The Cigna Group | 2.57 | 15M | Healthcare |
RTX Corp | 2.50 | 14M | Industrials |
Analog Devices Inc | 2.35 | 14M | Technology |
Bank of America Corp | 2.34 | 13M | Financial Services |
Morgan Stanley | 2.18 | 13M | Financial Services |