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    MFS Mid Cap Value A (MVCAX)

    20.71 Up 0.45(2.22%) Dec 17
    Prev Close:20.71
    YTD Return*:9.25%
    Net Assets*:2.80B
    Yield*:0.46%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for MVCAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    NWL1.2113.14
    NDAQ1.2014.32
    CCK1.1112.81
    VAL1.1017.24
    XRX1.0315.26

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.8B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:9.25%
    5y Avg Return:18.06%
    Rank in Category (ytd):47
    % Rank in Category (ytd):10.38%
    Beta (3y):1.01
    Morningstar Risk Rating:2

    Fund Summary

    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. Equity securities include common stocks, preferred stocks, securities convertible into stocks, equity interests in real estate investment trusts (REITs), and depositary receipts for such securities. View More
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