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MFS Mid Cap Value R3 MVCHX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 30.57  /  −0.07 %
  • Total Assets 16.4 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
  • Status Open
  • TTM Yield 1.31%
  • Turnover 19%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:16 PM GMT+0

Morningstar’s Analysis MVCHX

Will MVCHX 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.

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Portfolio Holdings MVCHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 12.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Hartford Financial Services Group Inc

1.55 244.3 Mil
Financial Services

Cencora Inc

1.39 218.5 Mil
Healthcare

Toll Brothers Inc

1.30 204.2 Mil
Consumer Cyclical

Westinghouse Air Brake Technologies Corp

1.25 197.6 Mil
Industrials

PG&E Corp

1.25 197.0 Mil
Utilities

Leidos Holdings Inc

1.20 189.0 Mil
Technology

LKQ Corp

1.16 182.5 Mil
Consumer Cyclical

Howmet Aerospace Inc

1.11 174.7 Mil
Industrials

Diamondback Energy Inc

1.08 170.2 Mil
Energy

Raymond James Financial Inc

1.08 169.5 Mil
Financial Services