Morningstar

MFS Mid Cap Value Fund Class R4 MVCJX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $34.91  /  +1.13 %
  • Fund Size $16.8B
  • Adjusted Expense Ratio 0.720%
  • Net Expense Ratio 0.720%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment —
  • Investment Status Open
  • TTM Yield 1.36%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis MVCJX

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

  • People Pillar

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

A top mid-value option.

Analyst David Carey

David Carey

Analyst

Summary

MFS Mid Cap Value’s experienced managers and first-rate approach earn Above Average People and High Process Pillar ratings.

by David Carey
Rated on Published on

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Portfolio Holdings MVCJX

More MVCJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Valero Energy Corp

1.60 277M
Energy

Becton Dickinson & Co

1.46 252M
Healthcare

Northern Trust Corp

1.33 230M
Financial Services

Targa Resources Corp

1.31 226M
Energy

Hewlett Packard Enterprise Co

1.28 221M
Technology

Permian Resources Corp Class A

1.25 217M
Energy

Agilent Technologies Inc

1.24 214M
Healthcare

Raymond James Financial Inc

1.18 204M
Financial Services

The Hartford Insurance Group Inc

1.15 199M
Financial Services

Humana Inc

1.12 195M
Healthcare

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