MFS Mid Cap Value’s capable managers and best-in-class approach earn Above Average People and High Process Pillar ratings.
MFS Mid Cap Value Fund Class R4 MVCJX
- NAV / 1-Day Return 33.35 / +1.89 %
- Total Assets 17.0B
-
Adj. Expense Ratio
0.720%
- Expense Ratio 0.720%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment —
- Status Open
- TTM Yield 1.37%
- Turnover 24%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:11 AM GMT+0
Morningstar’s Analysis MVCJX
Will MVCJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 12.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Flex Ltd | 1.68 | 281M | Technology |
Valero Energy Corp | 1.39 | 232M | Energy |
Seagate Technology Holdings PLC | 1.33 | 222M | Technology |
Northern Trust Corp | 1.24 | 207M | Financial Services |
Westinghouse Air Brake Technologies Corp | 1.24 | 207M | Industrials |
Permian Resources Corp Class A | 1.21 | 202M | Energy |
Targa Resources Corp | 1.20 | 201M | Energy |
The Hartford Insurance Group Inc | 1.19 | 199M | Financial Services |
PG&E Corp | 1.14 | 190M | Utilities |
Corning Inc | 1.10 | 184M | Technology |
United States