MFS Active Value ETF MFSV

Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MFSV

Will MFSV outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Among the best in its class.

Analyst David Carey

David Carey

Analyst

Summary

MFS Active Value ETF benefits from a deep team and a topnotch approach, earning Above Average People and High Process ratings.

Rated on Published on

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Portfolio Holdings MFSV

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.70 34M
Technology

Amazon.com Inc

5.44 32M
Consumer Cyclical

JPMorgan Chase & Co

4.19 25M
Financial Services

Apple Inc

3.18 19M
Technology

ExxonMobil Holdings Corp

3.04 18M
Energy

The Cigna Group

2.63 16M
Healthcare

Bank of America Corp

2.28 13M
Financial Services

Chevron Corp

2.25 13M
Energy

Analog Devices Inc

2.17 13M
Technology

RTX Corp

2.15 13M
Industrials

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