About MVCKX
The MFS Mid Cap Value Fund Class R5 is a mutual fund focused on achieving capital appreciation by investing primarily in U.S. companies with medium-sized market capitalizations. At least 80% of its net assets are allocated to mid-cap issuers, which typically represent the middle 20% of the U.S. equity market by capitalization. This fund employs a flexible valuation approach that emphasizes cash flow and returns-based methodologies, with a strong focus on downside risk management at the individual security level.
Through a bottom-up research process, the fund seeks attractively valued, high-quality companies and those exhibiting potential for improvement or carrying relatively low market expectations. The fund is benchmarked against the Russell Midcap Value Index, reflecting its alignment with mid-cap value stocks. Key sector exposures include financials, industrials, utilities, healthcare, and energy, making it relevant to investors seeking diversified exposure to established, but still growing, companies across multiple industries. Since its inception in 2001, the fund’s strategy has positioned it as a significant player within the mid-cap value segment, catering to retirement-focused investors and those seeking long-term growth through disciplined value investing.
Fund Family MFS
Category Mid-Cap Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MVCKX
Share Class R6
Index Russell MidCap Value TR
MVCKX had a total return of 20.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.28%.
