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.
MFS Mid Cap Value R4 MVCJX
- NAV / 1-Day Return 32.51 / +1.75 %
- Total Assets 16.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.740%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment —
- Status Open
- TTM Yield 1.43%
- Turnover 19%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0
Morningstar’s Analysis MVCJX
Will MVCJX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 12.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
The Hartford Financial Services Group Inc | 1.51 | 249.7 Mil | Financial Services |
Toll Brothers Inc | 1.41 | 232.9 Mil | Consumer Cyclical |
Cencora Inc | 1.33 | 218.6 Mil | Healthcare |
Leidos Holdings Inc | 1.31 | 216.1 Mil | Technology |
Currency Cash CASH_USD | 1.30 | 214.3 Mil | Cash and Equivalents |
Westinghouse Air Brake Technologies Corp | 1.27 | 209.7 Mil | Industrials |
Howmet Aerospace Inc | 1.24 | 204.2 Mil | Industrials |
LKQ Corp | 1.23 | 202.1 Mil | Consumer Cyclical |
Diamondback Energy Inc | 1.21 | 199.7 Mil | Energy |
PG&E Corp | 1.17 | 192.6 Mil | Utilities |