Morningstar

MFS Mid Cap Value Fund Class B MCBVX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 31.58  /  −0.09 %
  • Total Assets 17.2B
  • Adj. Expense Ratio
    1.720%
  • Expense Ratio 1.730%
  • Distribution Fee Level Below Average
  • Share Class Type Deferred Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.05%
  • Turnover 24%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MCBVX

Will MCBVX 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 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.

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

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Portfolio Holdings MCBVX

More MCBVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Flex Ltd

1.41 237M
Technology

Valero Energy Corp

1.32 222M
Energy

Currency Cash CASH_USD

1.29 217M
Cash and Equivalents

Northern Trust Corp

1.21 204M
Financial Services

Seagate Technology Holdings PLC

1.21 203M
Technology

Corning Inc

1.20 201M
Technology

Westinghouse Air Brake Technologies Corp

1.18 198M
Industrials

Targa Resources Corp

1.16 195M
Energy

Agilent Technologies Inc

1.12 187M
Healthcare

PG&E Corp

1.10 185M
Utilities

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