MFS Mid Cap Value Fund Class R3
MVCHX
NASDAQ
| Weiss Ratings | MVCHX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | MVCHX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Kevin J. Schmitz (17), Brooks A. Taylor (17), Richard Offen (5) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MVCHX-NASDAQ | Click to Compare |
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| Fund Name | MFS Mid Cap Value Fund Class R3 | |||
| Category | Mid-Cap Value | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 01, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MVCHX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.10% | |||
| Dividend | MVCHX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.14% | |||
| Asset Allocation | MVCHX-NASDAQ | Click to Compare |
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| 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 | MVCHX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.75% | |||
| 30-Day Total Return | 5.71% | |||
| 60-Day Total Return | 0.17% | |||
| 90-Day Total Return | -0.57% | |||
| Year to Date Total Return | 16.46% | |||
| 1-Year Total Return | 20.24% | |||
| 2-Year Total Return | 21.73% | |||
| 3-Year Total Return | 56.23% | |||
| 5-Year Total Return | 47.33% | |||
| Price | MVCHX-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 | MVCHX-NASDAQ | Click to Compare |
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| Nav | $34.80 | |||
| 1-Month Low NAV | $32.93 | |||
| 1-Month High NAV | $35.00 | |||
| 52-Week Low NAV | $29.52 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $35.61 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | MVCHX-NASDAQ | Click to Compare |
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| Beta | 0.79 | |||
| Standard Deviation | 14.09 | |||
| Balance Sheet | MVCHX-NASDAQ | Click to Compare |
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| Total Assets | 16.89B | |||
| Operating Ratios | MVCHX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.97% | |||
| Turnover Ratio | 24.00% | |||
| Performance | MVCHX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.45% | |||
| Last Bear Market Total Return | -12.47% | |||