MFS Mid Cap Value Fund Class B
MCBVX
NASDAQ
| Weiss Ratings | MCBVX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | MCBVX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Kevin J. Schmitz (16), Brooks A. Taylor (16), Richard Offen (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MCBVX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 0.00% | |||
| Dividend | MCBVX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.54% | |||
| Asset Allocation | MCBVX-NASDAQ | Click to Compare |
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| Cash | 1.92% | |||
| Stock | 97.48% | |||
| U.S. Stock | 93.68% | |||
| Non-U.S. Stock | 3.80% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.60% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MCBVX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.86% | |||
| 30-Day Total Return | 2.68% | |||
| 60-Day Total Return | 4.57% | |||
| 90-Day Total Return | -0.03% | |||
| Year to Date Total Return | -2.75% | |||
| 1-Year Total Return | 2.43% | |||
| 2-Year Total Return | 21.85% | |||
| 3-Year Total Return | 16.71% | |||
| 5-Year Total Return | 71.22% | |||
| Price | MCBVX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $27.88 | |||
| 1-Month Low NAV | $26.97 | |||
| 1-Month High NAV | $28.59 | |||
| 52-Week Low NAV | $24.39 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $34.14 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | MCBVX-NASDAQ | Click to Compare |
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| Beta | 0.94 | |||
| Standard Deviation | 18.89 | |||
| Balance Sheet | MCBVX-NASDAQ | Click to Compare |
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| Total Assets | 16.66B | |||
| Operating Ratios | MCBVX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.74% | |||
| Turnover Ratio | 27.00% | |||
| Performance | MCBVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.26% | |||
| Last Bear Market Total Return | -12.64% | |||