- What does MVCKX invest in?
- This fund consistently allocates at least 80% of its net assets to companies with mid-range market capitalizations. The advisor typically identifies these mid-cap entities as those whose market value corresponds to firms included in the Russell Midcap® Value Index during the 13 months preceding an investment. Its portfolio is fundamentally composed of equity securities.
- What is the expense ratio of MVCKX?
- MFS Mid Cap Value Fund Class R6 (MVCKX) charges an expense ratio of 0.61%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is MVCKX?
- MFS Mid Cap Value Fund Class R6 (MVCKX) manages $11.24B 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 MVCKX actively managed or an index fund?
- MVCKX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was MVCKX launched?
- MFS Mid Cap Value Fund Class R6 (MVCKX) launched in February 2013 and is managed by the fund issuer.
- How has MVCKX performed?
- MVCKX'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.
