- What does MCVIX invest in?
- This fund typically allocates a substantial majority—at least 80% of its net assets—to companies exhibiting medium market capitalizations. The fund's management defines these mid-cap entities as those with market values similar to the companies comprising the Russell Midcap® Value Index, based on their valuations over the prior 13 months at the time of investment. Furthermore, the portfolio is primarily composed of equity securities.
- What is the expense ratio of MCVIX?
- MFS Mid Cap Value Fund (MCVIX) charges an expense ratio of 0.72%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is MCVIX?
- MFS Mid Cap Value Fund (MCVIX) manages $11.21B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is MCVIX actively managed or an index fund?
- MCVIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was MCVIX launched?
- MFS Mid Cap Value Fund (MCVIX) launched in October 2001 and is managed by the fund issuer.
- How has MCVIX performed?
- MCVIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
