The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MVCKX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MVCKX 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 MVCKX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A top mid-value option.
David Carey
Analyst
Summary
MFS Mid Cap Value’s experienced managers and first-rate approach earn Above Average People and High Process Pillar ratings.