The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MCBVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MCBVX 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 MCBVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A worthy mid-cap value option.
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.