MFS Mid Cap Value Fund (MCVIX) Research

This fund typically allocates a substantial majority—at least 80% of its net assets—to companies exhibiting medium market capitalizations. The fund's management defines these mid-cap entities as those with market values similar to the companies comprising the Russell Midcap® Value Index, based on their valuations over the prior 13 months at the time of investment. Furthermore, the portfolio is primarily composed of equity securities.

Market snapshot

Symbol
MCVIX
Price
$34.42
Day change
+0.67%
Market cap
$10.9B
52-week range
30.83-34.79
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Columbia Balanced Fund (CBALX)
  • GMO Quality Fund (GQETX)
  • BlackRock LifePath Index 2045 Fund (LIHKX)
  • BlackRock LifePath Index 2050 Fund (LIPIX)
  • MFS Research International Fund (MRSRX)
  • Principal LargeCap S&P 500 Index Fund (PLFMX)
  • T. Rowe Price Small-Cap Value Fund (PRSVX)
  • Victory Sycamore Established Value Fund (VEVCX)

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