MCBVX : MFS Mid Cap Value Fund Class B

MCBVX is a US Stocks Market Mid-Cap Value with HIGH fees.

MCBVX

MFS Mid Cap Value Fund Class B

FI Score

43 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

43% FI Score
  • mcbvx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

MFS Mid Cap Value Fund Class B

Expenses: 1.81% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities.

Largest Holdings

Amount Holding
1.48% L3Harris Technologies Inc
1.47% Nasdaq Inc
1.22% Eversource Energy
1.20% Pinnacle West Capital Corp
1.19% Analog Devices Inc
1.19% Public Service Enterprise Group Inc
1.17% CMS Energy Corp
1.15% Zimmer Biomet Holdings Inc
1.15% Amdocs Ltd
1.14% Leidos Holdings Inc
1.10% Kansas City Southern
1.07% Eaton Corp PLC
1.07% Sun Communities Inc
1.05% Life Storage Inc
1.03% The Hartford Financial Services Group Inc
1.00% Stanley Black & Decker Inc
0.99% Willis Towers Watson PLC
0.99% Arthur J. Gallagher & Co
0.99% Marvell Technology Group Ltd
0.98% Mid-America Apartment Communities Inc
0.97% FMC Corp
0.95% KBR Inc
0.94% Zebra Technologies Corp
0.94% Assurant Inc
0.93% Truist Financial Corp

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