MFS Mid Cap Value Fund Class B
MCBVX
NASDAQ
| Weiss Ratings | MCBVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | MCBVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Kevin J. Schmitz (17), Brooks A. Taylor (17), Richard Offen (5) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MCBVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Mid Cap Value Fund Class B | |||
| Category | Mid-Cap Value | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 01, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.04 | |||
| Dividends and Shares | MCBVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.05% | |||
| Dividend | MCBVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.14% | |||
| Asset Allocation | MCBVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.00% | |||
| Stock | 98.43% | |||
| U.S. Stock | 95.28% | |||
| Non-U.S. Stock | 3.15% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.57% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MCBVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.72% | |||
| 30-Day Total Return | 5.65% | |||
| 60-Day Total Return | 0.06% | |||
| 90-Day Total Return | -0.76% | |||
| Year to Date Total Return | 15.69% | |||
| 1-Year Total Return | 19.32% | |||
| 2-Year Total Return | 19.93% | |||
| 3-Year Total Return | 52.81% | |||
| 5-Year Total Return | 41.92% | |||
| Price | MCBVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MCBVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $32.51 | |||
| 1-Month Low NAV | $30.78 | |||
| 1-Month High NAV | $32.70 | |||
| 52-Week Low NAV | $27.70 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $33.32 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | MCBVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.79 | |||
| Standard Deviation | 14.07 | |||
| Balance Sheet | MCBVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 16.89B | |||
| Operating Ratios | MCBVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.72% | |||
| Turnover Ratio | 24.00% | |||
| Performance | MCBVX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.69% | |||
| Last Bear Market Total Return | -12.64% | |||