About MVCCX
MFS Mid Cap Value Fund Class C is an actively managed mutual fund focused on achieving capital appreciation by investing primarily in U.S. companies with medium market capitalizations that display value characteristics. The fund applies a flexible valuation approach, emphasizing cash flow and returns-based analysis, to identify attractively valued, high-quality companies with either improvement potential or low market expectations. It maintains a disciplined approach to downside risk at the individual security level, leveraging a bottom-up global research platform. Typically, at least 80% of the portfolio is allocated to mid-cap value stocks, referencing the Russell Midcap Value Index as its benchmark. Its sector allocation often includes financial services, utilities, energy, and healthcare, with holdings in firms such as PG&E Corp and Raymond James Financial Inc. Established in 2001, the fund has built a significant presence within the mid-cap value segment, offering investors targeted exposure to companies that may be undervalued relative to their intrinsic worth, and playing a key role in diversified equity strategies seeking a balance of risk and return in the U.S. market.
Fund Family MFS
Category Mid-Cap Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MVCCX
Share Class C
Index Russell MidCap Value TR
MVCCX had a total return of 12.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.91%.
