MCVRX – MFS Mid Cap Value R2 Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities.

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
MCVIX	MFS Mid Cap Value Fund Class I	Institutional	Open			Nov 1, 2001	$4.15B	0.720%	Below Average	—	−$979.19M
MVCAX	MFS Mid Cap Value Fund Class A	Front Load	Open			Aug 31, 2001	$1.99B	0.970%	Low	$1,000	−$247.31M
MCBVX	MFS Mid Cap Value Fund Class B	Deferred Load	Closed			Nov 1, 2001	$634,202.00	1.720%	Below Average	$1,000	−$1.07M
MVCCX	MFS Mid Cap Value Fund Class C	Level Load	Open			Nov 1, 2001	$49.54M	1.720%	Below Average	$1,000	−$16.41M
MVCJX	MFS Mid Cap Value Fund Class R4	Retirement, Large	Open			Apr 1, 2005	$218.99M	0.720%	Average	—	−$91.11M
MVCKX	MFS Mid Cap Value Fund Class R6	Retirement, Large	Open			Feb 1, 2013	$8.93B	0.610%	Below Average	—	−$1.21B
MCVRX	MFS Mid Cap Value Fund Class R2	Retirement, Medium	Limited			Oct 31, 2003	$42.71M	1.220%	Below Average	—	−$8.19M
MVCHX	MFS Mid Cap Value Fund Class R3	Retirement, Medium	Open			Apr 1, 2005	$845.35M	0.970%	Low	—	−$113.61M
MVCGX	MFS Mid Cap Value Fund Class R1	Retirement, Small	Limited			Apr 1, 2005	$7.82M	1.720%	High	—	−$1.16M

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