MVCKX:NASDAQ
MFS Mid Cap Value Fund Class R6 – MVCKX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 28.00 | -1.64 (-5.53%) | 28.00 - 37.90 | -- |
Market data as of 12:00AM 04/04/25. Quotes are delayed by at least 15 min.
Overview - MVCKX
The investment seeks capital appreciation.
The fund normally invests at least 80% of the fund's net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities.
Growth of $10,000 (10 Years)
| Total Return | 10.33% |
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| Yield (Trailing 12 Mo.) | 1.23% |
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| Expense Ratio | 0.63% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $0.00 |
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| Management Tenure | 16 Years |
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| Fund Inception | 02/01/2013 |
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Trailing Total Returns - MVCKX
as of 03/31/2025
| Timeframe | MVCKX | S&P 500 | Mid-Cap Value |
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| 1 Month | -3.28% | -5.63% | -3.37% |
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| 3 Month | -2.55% | -4.27% | -1.65% |
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| Year-to-Date | -2.55% | -4.27% | -1.65% |
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| 1 Year | 2.05% | 8.25% | 1.45% |
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| 3 Year | 5.58% | 9.06% | 4.80% |
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| 5 Year | 17.80% | 18.59% | 17.58% |
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| 10 Year | 8.56% | 12.50% | 7.53% |
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| Since Inception | 10.33% | 10.98% | -- |
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Sector Allocation - MVCKX
as of 03/31/2025
| Basic Materials | | 5.38% |
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| Consumer Cyclical | | 11.46% |
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| Financial Services | | 20.15% |
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| Real Estate | | 7.79% |
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| Consumer Defensive | | 7.34% |
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| Healthcare | | 7.55% |
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| Utilities | | 7.74% |
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| Communication Services | | 1.25% |
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| Energy | | 6.08% |
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| Industrials | | 17.03% |
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| Technology | | 8.24% |
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Asset Allocation - MVCKX
as of 03/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 91.64 | 91.64 |
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| Bond | -- | | | 0.00 | 0.00 |
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| Other | -- | | | 0.00 | 0.00 |
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| Foreign Stock | -- | | | 4.91 | 4.91 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 96.55 | 96.55 |
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| Cash | -- | | | 2.91 | 2.91 |
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| Total Net Assets | $16.76B |
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| Total Stock Holdings | 144 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - MVCKX
as of 03/31/2025
Valuation & Growth - MVCKX
as of 03/31/2025
| Valuation | MVCKX | Category Range |
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| Price/Earnings | 17.45 | |
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| Price/Book | 2.27 | |
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| Price/Sales | 1.15 | |
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| Price/Cash Flow | 9.94 | |
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| Dividend Yield | 2.3 | |
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| LT Earnings | 10.86 | |
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| Historical Earnings | 6.32 | |
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| Sales Growth | 4.51 | |
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| Cash-Flow Growth | 6.94 | |
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| Book-Value Growth | 6.28 | |
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