MFS® Mid Cap Value Fund

US Equity | MVCAX
$ 23.51
$0.18 As of 12/14/17
$7.1B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information

MFS® Mid Cap Value Fund

US Equity
MVCAX
$0.18 As of 12/14/17
As of 11/30/17
US Equity | MVCAX
$ 23.51
$0.18 As of 12/14/17
$7.1B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

Invests in mid-cap companies with attractive valuations

Focuses on companies with high-quality fundamentals or significant potential for improvement

Leverages our bottom-up, global research platform to try and identify undervalued, high-quality companies that generally: have solid balance sheets, resilient business models, scope for improving returns, capital investment discipline, and prospects of beneficial capital deployment

Fund Information

Fund Commencement
08/31/01
Net Assets ($ M)
As of 11/30/17
$7150.07
Fiscal Year End
SEPTEMBER
Benchmark
Russell Midcap Value Index measures U.S. mid-cap value stocks.
Russell Midcap® Value Index

Top 10 Holdings

As of 11/30/17
  • Hartford Financial Services Group Inc
  • Stanley Black & Decker Inc
  • KeyCorp
  • Unum Group
  • Pinnacle Foods Inc
  • Nasdaq Inc
  • Huntington Bancshares Inc/OH
  • L3 Technologies Inc
  • Comerica Inc
  • Citizens Financial Group Inc
MANAGERS

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Investments in mid-cap companies can be more volatile than investments in larger companies.

Investments in value companies can continue to be undervalued for long periods of time, not realize their expected value, and be more volatile than the stock market in general.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 09/30/17 (*YTD Updated Daily, As of 12/14/17 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Mid-Cap Value

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar Mid-Cap Value

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Sales Charges

    Class A shares ("A") results include the maximum sales charge.

    Annual Rate of Return %
    Pricing & Distributions