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MFS Mid Cap Value B MCBVX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 28.80  /  +0.95 %
  • Total Assets 16.2 Bil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Below Average
  • Share Class Type
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.44%
  • Turnover 19%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis MCBVX

Will MCBVX outperform in future?

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

A best-in-class approach.

Analyst David Carey

David Carey

Analyst

Summary

MFS Mid Cap Value’s proven, rigorous approach warrants an upgrade of its Process Pillar rating to High from Above Average, making this a topnotch mid-value option for investors.

Rated on Published on

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Portfolio Holdings MCBVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

1.54 248.9 Mil
Cash and Equivalents

The Hartford Financial Services Group Inc

1.39 225.8 Mil
Financial Services

Toll Brothers Inc

1.30 211.3 Mil
Consumer Cyclical

PG&E Corp

1.30 210.6 Mil
Utilities

Cencora Inc

1.19 192.9 Mil
Healthcare

Westinghouse Air Brake Technologies Corp

1.18 190.6 Mil
Industrials

LKQ Corp

1.15 186.9 Mil
Consumer Cyclical

Leidos Holdings Inc

1.14 185.2 Mil
Technology

Extra Space Storage Inc

1.11 179.7 Mil
Real Estate

Diamondback Energy Inc

1.06 171.7 Mil
Energy