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Morningstar

MFS Mid Cap Value R3 MVCHX

Morningstar Analyst Rating
Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 29.08  /  0.75 %
  • Total Assets 16.3 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.30%
  • Turnover 17%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

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 deep team with a sound approach.

Associate Analyst

Summary

| by David Carey

A deep team and flexible process earn MFS Mid Cap Value’s cheapest share classes a Morningstar Analyst Rating of Silver, while pricier shares get Bronze.

Unlock our full analysis with Morningstar Investor