MFSV – MFS Active Value ETF – ETF Investment Strategy

Strategy

The investment seeks capital appreciation. The fund (the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in value companies. The manager focuses on investing the fund's assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MFSV	MFS Active Value ETF	ETF	Open	—		Dec 4, 2024	$590.32M	0.440%	—	—	$456.68M

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MFS Active Value ETF MFSV Strategy

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