MFS Active Value ETF MFSV

Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MFSV

Will MFSV outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Among the best in its class.

Analyst David Carey

David Carey

Analyst

Summary

MFS Active Value ETF benefits from a deep team and a topnotch approach, earning Above Average People and High Process ratings.

Rated on Published on

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Portfolio Holdings MFSV

  • 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

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