- What does MVCAX invest in?
- The core aim of this fund is to achieve capital appreciation. It typically commits at least four-fifths of its net assets to companies with medium market capitalizations. The advisor generally identifies such mid-cap issuers as those possessing market values akin to entities within the Russell Midcap® Value Index, determined at the time of purchase and referencing the prior 13 months. The fund's holdings are primarily concentrated in equity securities.
- What is the expense ratio of MVCAX?
- MFS Mid Cap Value Fund - Class A (MVCAX) charges an expense ratio of 0.97%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is MVCAX?
- MFS Mid Cap Value Fund - Class A (MVCAX) manages $10.79B 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 MVCAX actively managed or an index fund?
- MVCAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was MVCAX launched?
- MFS Mid Cap Value Fund - Class A (MVCAX) launched in August 2001 and is managed by the fund issuer.
- How has MVCAX performed?
- MVCAX'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.
