MFS Value 529 Portfolio (MVLCX)
| Fund Assets | n/a |
| Expense Ratio | 0.04% |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 35.68 |
| YTD Return | 5.00% |
| 1-Year Return | 13.31% |
| 5-Year Return | 55.33% |
| 52-Week Low | 28.08 |
| 52-Week High | 36.09 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About MVLCX
MFS Value 529 Portfolio Class C is an actively managed mutual fund portfolio designed as a value-oriented option within the 529 education savings plan structure. Its primary objective is to achieve long-term capital appreciation by investing in a diversified selection of securities considered undervalued relative to their intrinsic worth. The portfolio employs a disciplined, research-driven investment process that combines quantitative screening techniques with qualitative company analysis, focusing on firms with strong financials, compelling competitive positioning, and resilience across market cycles. A core feature of this portfolio is its broad diversification across multiple sectors and industries, which helps to reduce risk associated with concentrated exposure to any single segment of the market. The fund’s active management team closely monitors macroeconomic trends and individual company fundamentals, ensuring dynamic adjustments to portfolio allocations in response to changing market conditions. Designed for investors seeking a robust, transparent approach to value investing, MFS Value 529 Portfolio Class C plays a significant role in the college savings landscape, providing families with an opportunity to potentially grow their educational funds while leveraging professional asset management and systematic risk controls.
Performance
MVLCX had a total return of 13.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.86%.