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MVCHX
Mutual Fund ticker: NASDAQ
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MFS Mid Cap Value R3 (MVCHX) Ownership - Who owns MFS Mid Cap Value R3?

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
0.99
Min. Initial Investment
N/A
Fund Existence
about 20 years
Turnover
27.00
Front Load
N/A
Net Assets
16941544000.00
Manager Tenure
N/A

Fundamentals

MVCHX
Net Assets
16.9B
Fund Existence
about 20 years
Turnover
27.00
Total Expense Ratio
0.99
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
1.00
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
810M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.61
Modified Duration
N/A
No Load Fund
Yes
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
-1.377
Annual Yield % from dividends
0.90
Returns for 1 year
-4.64
Returns for 3 years
2.01
Returns for 5 years
99.10
Returns for 10 years
58.16
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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