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MCVRX
Mutual Fund ticker: NASDAQ
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NET ASSETS

MFS Mid Cap Value R2 (MCVRX) Ownership - Who owns MFS Mid Cap Value R2?

The investment seeks capital appreciation... Show more

Category: #Mid-Cap Value

Profile

Category
Mid-Cap Value
Address
MFS Series Trust XI111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Value
Total Expense Ratio
1.24
Min. Initial Investment
N/A
Fund Existence
over 21 years
Turnover
27.00
Front Load
N/A
Net Assets
15909577000.00
Manager Tenure
N/A

Fundamentals

MCVRX
Net Assets
15.9B
Fund Existence
over 21 years
Turnover
27.00
Total Expense Ratio
1.24
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.25
Assets in Top Ten Holdings
2.11B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
43M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.61
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
146.00
Number of Net Holdings
146.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
11.96%
Gain YTD
-7.344
Annual Yield % from dividends
0.65
Returns for 1 year
-8.17
Returns for 3 years
-0.46
Returns for 5 years
60.11
Returns for 10 years
44.32
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General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
MFS Series Trust XI111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com