Morningstar

MFS Mid Cap Value Fund Class R6 MVCKX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 35.71  /  +0.96 %
  • Total Assets 16.9B
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.35%
  • Turnover 24%

USD | NAV as of Sep 12, 2026 | 1-Day Return as of Sep 12, 2026, 12:13 AM GMT+0

Morningstar’s Analysis MVCKX

Will MVCKX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MVCKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MVCKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MVCKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A worthy mid-cap value option.

Analyst David Carey

David Carey

Analyst

Summary

MFS Mid Cap Value’s capable managers and best-in-class approach earn Above Average People and High Process Pillar ratings.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MVCKX

More MVCKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Valero Energy Corp

1.41 245M
Energy

Northern Trust Corp

1.32 229M
Financial Services

Becton Dickinson & Co

1.29 225M
Healthcare

Targa Resources Corp

1.21 211M
Energy

The Hartford Insurance Group Inc

1.20 208M
Financial Services

Hewlett Packard Enterprise Co

1.18 205M
Technology

Raymond James Financial Inc

1.18 204M
Financial Services

Permian Resources Corp Class A

1.16 201M
Energy

PG&E Corp

1.15 200M
Utilities

Agilent Technologies Inc

1.12 195M
Healthcare

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