Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | MVCAX Insights | MVCAX Score | MVCAX Performance | MVCAX News | MVCAX Allocation | MVCAX Holdings Change

MFS Mid Cap Value A (MVCAX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Mid Cap Value A (MVCAX) Fund

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

 

Graph of MFS Mid Cap Value A Fund (MVCAX) ManagerFund Manager - Kevin J. Schmitz

Fund Manager Information

Fund Manager Tenure: 9.8 years
Similar Funds: MVCCX  MVCGX  MVCHX  MVCJX  MVCKX 
Fund Family: MFS
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)
Schmitz is a portfolio manager and investment officer with MFS. Mr Schmitz has been with the company since 2002.  Get more insights on Kevin J. Schmitz

 

Graph of MFS Mid Cap Value A Fund (MVCAX) ProfileMFS Mid Cap Value A Fund (MVCAX) Profile

Fund Profile and Description

MFS Mid Cap Value A Fund seeks capital appreciation. MFS Mid Cap Value A Fund normally invests at least 80% of assets in issuers with medium market capitalizations within the range of the Russell Midcap (R) Value index. It normally invests the fund's assets primarily in equity securities. MFS Mid Cap Value A Fund may invest in foreign securities and derivatives.

 

MFS Mid Cap Value A (MVCAX) Fund Strength What we like about MFS Mid Cap Value A (MVCAX) Fund

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

  • MFS Mid Cap Value A Fund (MVCAX) management has been with MFS Mid Cap Value A Fund for 9.8 years
  • MFS Mid Cap Value A Fund (MVCAX) has good short-term performance (1-year return -0.59% vs -3.20% Mid-Cap Value category median performance)
  • MFS Mid Cap Value A Fund (MVCAX) has good mid-term performance (3-year return 10.10% vs 8.20% Mid-Cap Value category median performance)
  • MFS Mid Cap Value A Fund (MVCAX) has good Long-term performance (5-year return 10.52% vs 8.87% Mid-Cap Value category median performance)
  • MFS Mid Cap Value A Fund (MVCAX) ratio of up-years vs down years is greater than 2
  • Asset base in MFS Mid Cap Value A Fund (MVCAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Mid Cap Value A Fund (MVCAX) has an annual stock turnover rate of 36.00% vs Mid-Cap Value average of 53.78%. It is good that MFS Mid Cap Value A management does not trade extensively for its return.
  • MFS Mid Cap Value A Fund (MVCAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.03, lower than category average of 12.6

MFS Mid Cap Value A Fund (MVCAX) Weakness What we are cautious about MFS Mid Cap Value A (MVCAX) Fund

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

  • MFS Mid Cap Value A Fund (MVCAX) has a Morningstar rating of 3 and below
  • MFS Mid Cap Value A Fund (MVCAX) has a higher expense ratio of 1.22% than its Mid-Cap Value average of 1.18%
  • MFS Mid Cap Value A Fund (MVCAX) carries a 5.75% load
See MFS Mid Cap Value A Fund (MVCAX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Mid Cap Value A6.84-0.5910.1010.52
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare MFS Mid Cap Value A Fund (MVCAX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of MFS Mid Cap Value A Fund (MVCAX) Net Asset TrackingMFS Mid Cap Value A (MVCAX) Fund Net Asset

Track net asset change of MFS Mid Cap Value A fund (MVCAX)

DateNet Asset
05/2016$5.00B
03/2016$4.55B
02/2016$3.96B
More historic net asset information on MFS Mid Cap Value A Fund (MVCAX)

  

Graph of MFS Mid Cap Value A Fund (MVCAX) Portfolio TrackingMFS Mid Cap Value A (MVCAX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Mid Cap Value A fund (MVCAX)

DateCashStockBondOther
04/20162.79%96.18%0%0.58%
02/20162.73%96.33%0%0.42%
01/20162.46%96.68%0%0.39%
Click here to see more historic asset allocation information on MFS Mid Cap Value A Fund (MVCAX)

 

graph of MFS Mid Cap Value A Fund (MVCAX) Top 10 Position TrackingTop 10 Holdings in MFS Mid Cap Value A (MVCAX) Fund

Discover what MFS Mid Cap Value A Fund (MVCAX) manager is buying

Apr 29, 2016
Allison Transmission Holdings, [1.25%]
Newell Brands Inc. Common Stock [1.17%]
Nasdaq, Inc. [1.12%]
Fifth Third Bancorp [1.1%]
Hess Corporation Common Stock [1.06%]
Discover Financial Services Com [1.02%]
Stanley Black & Decker, Inc. Co [1.02%]
Zimmer Biomet Holdings, Inc. Co [1.02%]
Hartford Financial Services Gro [1%]
Pinnacle Foods, Inc. Common Sto [0.95%]

Feb 28, 2016
Nasdaq, Inc. [1.39%]
Newell Brands Inc. Common Stock [1.26%]
Allison Transmission Holdings, [1.14%]
Pinnacle Foods, Inc. Common Sto [1.07%]
Hartford Financial Services Gro [1.05%]
Pinnacle West Capital Corporati [1.04%]
Fifth Third Bancorp [1.01%]
Stanley Black & Decker, Inc. Co [0.95%]
Zimmer Biomet Holdings, Inc. Co [0.95%]
Armstrong World Industries Inc [0.93%]

Jan 30, 2016
Nasdaq, Inc. [1.4%]
Newell Rubbermaid Inc. Common S [1.24%]
Allison Transmission Holdings, [1.12%]
Pinnacle Foods, Inc. Common Sto [1.08%]
Fifth Third Bancorp [1.07%]
Hartford Financial Services Gro [1.03%]
Pinnacle West Capital Corporati [1.03%]
Stanley Black & Decker, Inc. Co [0.97%]
DTE Energy Company Common Stock [0.94%]
L-3 Communications Holdings, In [0.92%]
Click here for Stock Holding Change Map in MFS Mid Cap Value A Fund (MVCAX)

  

Latest News on MFS Mid Cap Value A (MVCAX) Fund

See what is happening with MFS Mid Cap Value A Fund (MVCAX)

    No recent news

 

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

Popular pages on MFS Mid Cap Value A (MVCAX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update