• Fund Type: Open-End Fund
  • Objective: Value Mid Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

MFS Mid Cap Value Fund

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MCVRX:US

20.36 USD 0.06 0.30%

As of 19:59:59 ET on 08/20/2014.

Snapshot for MFS Mid Cap Value Fund (MCVRX)

Year To Date: +7.10% 3-Month: +4.41% 3-Year: +23.93% 52-Week Range: 16.86 - 20.77
1-Month: -0.29% 1-Year: +19.29% 5-Year: +19.36% Beta vs RMV: 0.93

Mutual Fund Chart for MCVRX

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  • MCVRX:US 20.36
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Fund Profile & Information for MCVRX

MFS Mid Cap Value Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund invests, under normal market conditions, at least 80% of its net assets in common stocks and related securities of companies with medium market capitalizations which MFS believes are undervalued in the market relative to their long-term potential.

Inception Date: 10-31-2003 Telephone: 1-617-954-5000
Managers: BROOKS A TAYLOR / KEVIN SCHMITZ
Web Site: www.mfs.com

Fundamentals for MCVRX

NAV (on 2014-08-20) 20.36
Assets (M) (on 2014-08-20) 2,531.53
Fund Leveraged N
Minimum Investment 0.00
Minimum Subsequent Investment 0.00

Dividends for MCVRX

Dividend Type Short Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2013-12-17) 0.14
Dividend Yield (ttm) 4.82

Fees & Expenses for MCVRX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.74
Redemption Fee 0.00
12b1 Fee 0.50
Expense Ratio 1.46

Top Fund Holdings for MCVRX

Holding Data Unavailable.

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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