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 | 0.88% | |||
| Dividend | MVCHX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.54% | |||
| Asset Allocation | MVCHX-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 | MVCHX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.40% | |||
| 30-Day Total Return | 5.10% | |||
| 60-Day Total Return | 8.00% | |||
| 90-Day Total Return | 10.09% | |||
| Year to Date Total Return | 2.55% | |||
| 1-Year Total Return | 10.39% | |||
| 2-Year Total Return | 23.30% | |||
| 3-Year Total Return | 38.34% | |||
| 5-Year Total Return | 96.19% | |||
| 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 | $31.29 | |||
| 1-Month Low NAV | $29.85 | |||
| 1-Month High NAV | $31.29 | |||
| 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 | 17.76 | |||
| 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% | |||