Morningstar

MFS Mid Cap Value Fund Class R3 MVCHX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 32.92  /  +0.52 %
  • Total Assets 16.2B
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.17%
  • Turnover 24%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:06 AM GMT+0

Morningstar’s Analysis MVCHX

Will MVCHX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MVCHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MVCHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MVCHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A worthy mid-cap value option.

Analyst David Carey

David Carey

Analyst

Summary

MFS Mid Cap Value’s capable managers and best-in-class approach earn Above Average People and High Process Pillar ratings.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MVCHX

More MVCHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Valero Energy Corp

1.60 277M
Energy

Becton Dickinson & Co

1.46 252M
Healthcare

Northern Trust Corp

1.33 230M
Financial Services

Targa Resources Corp

1.31 226M
Energy

Hewlett Packard Enterprise Co

1.28 221M
Technology

Permian Resources Corp Class A

1.25 217M
Energy

Agilent Technologies Inc

1.24 214M
Healthcare

Raymond James Financial Inc

1.18 204M
Financial Services

The Hartford Insurance Group Inc

1.15 199M
Financial Services

Humana Inc

1.12 195M
Healthcare

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