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MFS Mid Cap Value A Fund (MVCAX)

Fund performance review and position details on MFS Mid Cap Value A Fund (MVCAX)

    Last Trade: $ on , Change: (0%)

MFS Mid Cap Value A Fund (MVCAX) HighlightMFS Mid Cap Value A Fund (MVCAX) Fund Summary

MFS Mid Cap Value A Fund (MVCAX) statistics as of May 30, 2016

Category: Mid-Cap Value
Fund Family: MFS
Net Asset: $5.00B
Yield: 0.28%
Year-to-Date Return: 6.84%
Morningstar rating: 3

 

MFS Mid Cap Value A Fund (MVCAX) CostMFS Mid Cap Value A Fund (MVCAX) Cost

MFS Mid Cap Value A Fund (MVCAX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Mid-Cap Value average): 1.22% (1.18%)
Max Front End Sales Load: 5.75%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 36.00%

 

MFS Mid Cap Value A Fund (MVCAX) PerformanceMFS Mid Cap Value A Fund (MVCAX) Performance

Most current MFS Mid Cap Value A Fund (MVCAX) Performance

1-month Performance (Mid-Cap Value category median performance): 1.43% (1.79%)
3-month Performance (Mid-Cap Value category median performance): 12.46% (12.26%)
1 Year Performance (Mid-Cap Value category median performance): -0.59% (-3.20%)
3 Year Performance (Mid-Cap Value category median performance): 10.10% (8.20%)
5 Year Performance (Mid-Cap Value category median performance): 10.52% (8.87%)
Number of Years of positive return: 10 years
Number of Years of negative return: 4 years
3 year Alpha (Mid-Cap Value category average): -0.6 (-2.7)
3 year Beta (Mid-Cap Value category average): 0.98 (1)
3 year Sharpe Ratio: 0.85
3 year Treynor: 10.2

MFS Mid Cap Value A Fund (MVCAX) topholdingTop Stock Holdings in MFS Mid Cap Value A Fund (MVCAX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Allison Transmission Holdings, 1.25%0.00%
Newell Brands Inc. Common Stock1.17%0.00%
Nasdaq, Inc.1.12%0.00%
Fifth Third Bancorp1.1%0.00%
Hess Corporation Common Stock1.06%0.00%
Discover Financial Services Com1.02%0.00%
Stanley Black & Decker, Inc. Co1.02%0.00%
Zimmer Biomet Holdings, Inc. Co1.02%0.00%
Hartford Financial Services Gro1%0.00%
Pinnacle Foods, Inc. Common Sto0.95%0.00%
*Note: The price change will reset to 0 after the midnight

 

MFS Mid Cap Value A Fund (MVCAX) Portfolio AllocationMFS Mid Cap Value A Fund (MVCAX) Fund Portfolio Allocation

MFS Mid Cap Value A Fund (MVCAX) Fund Portfolio Allocation data as of 04/2016

Stock96.18%
Bond0%
Cash2.79%
Other0.58%

 

MFS Mid Cap Value A Fund (MVCAX) CompareCompare with other Mid-Cap Value category mutual funds

Below are some additional Mid-Cap Value mutual funds generated out of our database

Fund1 Year3 year5 year
MFS Mid Cap Value A-0.5910.1010.52
American Century Mid Cap Value C (ACCLX)4.3411.1311.06 Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)3.3910.7310.75 Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)0.4912.5512.11 Compare

See top fund managers for Mid-Cap Value Category Funds

 

MFS Mid Cap Value A Fund (MVCAX) PerformanceOther Financial Data Web Sites on MFS Mid Cap Value A Fund (MVCAX)

Addition research sites for MFS Mid Cap Value A Fund (MVCAX)

 

MFS Mid Cap Value A Fund (MVCAX) Related ResourcesSee more information on MFS Mid Cap Value A (MVCAX) Fund

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