Morningstar

MFS Mid Cap Value R3 MVCHX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 34.50  /  +0.29 %
  • Total Assets 17.8 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.12%
  • Turnover 19%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MVCHX

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

  • People Pillar

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

A best-in-class approach.

Analyst David Carey

David Carey

Analyst

Summary

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.

by David Carey
Rated on Published on

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Portfolio Holdings MVCHX

More MVCHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

1.98 351.5 Mil
Cash and Equivalents

The Hartford Financial Services Group Inc

1.56 277.7 Mil
Financial Services

PG&E Corp

1.37 242.9 Mil
Utilities

Cencora Inc

1.23 218.0 Mil
Healthcare

Diamondback Energy Inc

1.18 209.4 Mil
Energy

M&T Bank Corp

1.11 197.9 Mil
Financial Services

Extra Space Storage Inc

1.08 192.2 Mil
Real Estate

Toll Brothers Inc

1.08 191.8 Mil
Consumer Cyclical

Graphic Packaging Holding Co

1.07 190.9 Mil
Consumer Cyclical

Targa Resources Corp

1.04 184.8 Mil
Energy

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