About MVCJX
MFS Mid Cap Value Fund Class R4 is a mutual fund focused on capital appreciation by investing primarily in U.S. companies with medium market capitalizations. It follows a value-oriented investment approach, leveraging a flexible yet disciplined process that emphasizes cash flow analysis and returns-based methodologies. The fund aims to identify attractively valued, high-quality mid-cap firms, often those with potential for operational improvement or currently low market expectations. Active downside risk management is a central aspect, with portfolio construction driven by in-depth, bottom-up research. The fund typically maintains a diversified portfolio across multiple sectors, with significant allocations to financial services, utilities, healthcare, and energy. It benchmarks performance against the Russell Midcap Value Index, reflecting its focus on the value segment within the mid-cap space. Class R4 shares are catered to eligible investors, often within retirement plans, and feature no front or back sales load, maintaining a competitive net expense ratio. Established in 2005, the fund has developed a reputation for its disciplined value strategy within the mid-cap equity universe, providing investors with exposure to a segment commonly viewed as balancing growth potential and stability.
Fund Family MFS
Category Mid-Cap Value
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MVCJX
Share Class R4
Index Russell MidCap Value TR
MVCJX had a total return of 17.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.56%.
