Morningstar

MFS Active Value ETF MFSV

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MFSV

Will MFSV outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFSV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFSV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MFSV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upcoming manager changes put this strategy under review.

Analyst David Carey

David Carey

Analyst

Summary

Upcoming changes to MFS Active Value ETF's management team move the strategy's Morningstar Medalist Rating to Under Review. MFS announced on Oct. 15, 2026, that effective Nov. 1, 2026, comanager Katie Cannan will leave the firm. In a corresponding move, Steve Gorham will join Tom Crowley as comanager upon Cannan’s departure.

by David Carey
Rated on Published on

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Portfolio Holdings MFSV

More MFSV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.61 37M
Technology

Amazon.com Inc

5.18 34M
Consumer Cyclical

JPMorgan Chase & Co

3.98 26M
Financial Services

ExxonMobil Holdings Corp

3.24 21M
Energy

Apple Inc

3.14 21M
Technology

The Cigna Group

2.85 19M
Healthcare

Chevron Corp

2.39 16M
Energy

ConocoPhillips

2.25 15M
Energy

RTX Corp

2.18 14M
Industrials

Bank of America Corp

2.04 13M
Financial Services

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