MFS Mid Cap Value Fund Class R6

Frequently Asked Questions About MVCKX

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) is one share class of a fund that manages $11.34B across all of its share classes (MCVIX reports the same total). Our data does not carry the assets of this share class alone. 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 is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (MVCKX's is 0.61%) in exchange for the discretion to over- or under-weight positions.

When was MVCKX launched?

MFS Mid Cap Value Fund Class R6 (MVCKX) launched in February 2013 and is managed by MFS.

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.