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MFS Mid Cap Value A (MVCAX)

31.21 +0.10 (+0.32%)
At close: 8:06 AM EDT

Fund Summary

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.

MFS Mid Cap Value A

Boston, MA 2199
111 Huntington Avenue 24th Floor
1-800-637-2929

Fund Overview

Category Mid-Cap Value
Fund Family MFS
Net Assets 17.26B
YTD Return 8.85%
Yield 1.16%
Morningstar Rating
Inception Date Nov 01, 2001

Fund Operations

Last Dividend 0.38
Last Cap Gain 19.00
Holdings Turnover 19.00%
Average for Category --

Fees & Expenses

Expense MVCAX Category Average
Annual Report Expense Ratio (net) 0.74% 1.01%
Prospectus Net Expense Ratio 0.74% --
Prospectus Gross Expense Ratio 0.75% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.38%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Brooks A. Taylor, Lead Manager since November 20, 2008
Brooks Taylor is an investment officer of MFS Investment Management® (MFS®). He is a portfolio manager of the balanced portfolios of our mutual funds, variable annuities, and institutional accounts. Brooks joined MFS in 1996 as an analyst. Prior to joining the firm, he was an analyst with Lodestar Group, a subsidiary of Société Générale. He has also held positions as an analyst with Fidelity Management and Research Company and Salomon Brothers. Prior to his current assignment he was a portfolio manager of our large-cap core portfolios. Brooks earned a Master of Business Administration degree from The Wharton School of the University of Pennsylvania and a Bachelor of Arts degree in economics from Yale University.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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