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MFS Mid Cap Value R3 MVCHX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MVCHX

Will MVCHX outperform in 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 MVCHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MVCHX 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 MVCHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by David Carey
Rated on Published on

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