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 (16), Brooks A. Taylor (16), Richard Offen (4) | |||
| 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 | 0.86% | |||
| Dividend | MVCHX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.33% | |||
| Asset Allocation | MVCHX-NASDAQ | Click to Compare |
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| Cash | 0.85% | |||
| Stock | 98.53% | |||
| U.S. Stock | 94.01% | |||
| Non-U.S. Stock | 4.52% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.63% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MVCHX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.69% | |||
| 30-Day Total Return | 0.03% | |||
| 60-Day Total Return | 5.06% | |||
| 90-Day Total Return | 6.77% | |||
| Year to Date Total Return | 3.24% | |||
| 1-Year Total Return | 4.53% | |||
| 2-Year Total Return | 27.53% | |||
| 3-Year Total Return | 29.78% | |||
| 5-Year Total Return | 85.32% | |||
| 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 | $31.50 | |||
| 1-Month Low NAV | $30.74 | |||
| 1-Month High NAV | $31.98 | |||
| 52-Week Low NAV | $26.01 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $36.41 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | MVCHX-NASDAQ | Click to Compare |
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| Beta | 0.94 | |||
| Standard Deviation | 17.25 | |||
| Balance Sheet | MVCHX-NASDAQ | Click to Compare |
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| Total Assets | 16.95B | |||
| Operating Ratios | MVCHX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.99% | |||
| Turnover Ratio | 27.00% | |||
| Performance | MVCHX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.77% | |||
| Last Bear Market Total Return | -12.47% | |||