MFS Mid Cap Value Fund - Class A (MVCAX) Research

The core aim of this fund is to achieve capital appreciation. It typically commits at least four-fifths of its net assets to companies with medium market capitalizations. The advisor generally identifies such mid-cap issuers as those possessing market values akin to entities within the Russell Midcap® Value Index, determined at the time of purchase and referencing the prior 13 months. The fund's holdings are primarily concentrated in equity securities.

Market snapshot

Symbol
MVCAX
Price
$33.14
Day change
+0.67%
Market cap
$10.5B
52-week range
29.71-33.5
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Columbia Balanced Fund Institutional 3 Class (CBDYX)
  • Columbia Balanced Fund Institutional 2 Class (CLREX)
  • Hartford International Value F (HILDX)
  • Hartford International Value Fund Class R3 (HILRX)
  • MFS International Growth I (MQGIX)
  • MFS Mid Cap Value Fund Class R6 (MVCKX)
  • T. Rowe Price Small-Cap Value Fund I Class (PRVIX)
  • Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX)

Open MFS Mid Cap Value Fund - Class A (MVCAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.