Morningstar

MFS Mid Cap Value Fund Class B MCBVX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $31.96  /  +0.16 %
  • Fund Size $16.7B
  • Adjusted Expense Ratio 1.720%
  • Net Expense Ratio 1.730%
  • Fee Level: Distribution Below Average
  • Share Class Type Deferred Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $1,000
  • Investment Status Closed
  • TTM Yield 0.06%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis MCBVX

Will MCBVX 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 MCBVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MCBVX 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 MCBVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A top mid-value option.

Analyst David Carey

David Carey

Analyst

Summary

MFS Mid Cap Value’s experienced managers and first-rate approach earn Above Average People and High Process Pillar ratings.

by David Carey
Rated on Published on

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Portfolio Holdings MCBVX

More MCBVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hewlett Packard Enterprise Co

1.67 268M
Technology

Valero Energy Corp

1.58 254M
Energy

Agilent Technologies Inc

1.48 238M
Healthcare

Becton Dickinson & Co

1.48 238M
Healthcare

Northern Trust Corp

1.30 208M
Financial Services

Targa Resources Corp

1.29 206M
Energy

Permian Resources Corp Class A

1.21 195M
Energy

Humana Inc

1.20 192M
Healthcare

GFL Environmental Inc

1.17 187M
Industrials

Raymond James Financial Inc

1.12 180M
Financial Services

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