A patient, risk-conscious approach and strong analytical support earn MFS Value a Morningstar Analyst Rating of Gold for its cheapest share classes, with more expensive shares ranging from Silver to Bronze.
- NAV / 1-Day Return 48.11 / 0.91 %
- Total Assets 59.7 Bil
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Adj. Expense Ratio
- Expense Ratio 1.050%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Large Value
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.31%
- Turnover 12%
Morningstar’s Analysis MVRRX
Will MVRRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.