Mfs mid cap value r6.

Morningstar CategoryTM Mid-Cap Value Overall Morningstar ratings 3 stars; 379 funds. Three year rating 3 stars; 379 funds. ... JPMorgan Mid Cap Value Fund R6 Shares Page 2 of 2 Holdings Top 10 (%) Williams Cos., Inc. (The) 1.6 Martin Marietta Materials, Inc. 1.6 CMS Energy Corp. 1.6 WEC Energy Group, Inc. 1.6 Snap-on, Inc. 1.6 Cencora, Inc. 1.6

Mfs mid cap value r6. Things To Know About Mfs mid cap value r6.

Nov 15, 2023 · MVCKX is a mid-cap value fund that invests in U.S. equities with a focus on the mid-cap value sector. It has a Morningstar Analyst Rating of Silver for its cheapest share classes and Bronze for its more expensive ones, based on its process, people and parent. See its fund analysis, performance, sustainability and more. MFS Mid Cap Growth R6 8.96. ... Mid-Cap Value Funds ; Mid-Cap Blend Funds ; Mid-Cap Growth Funds ; Small Value Funds ; Small Blend Funds ; Small Growth Funds ; Real Estate Funds ;Class Inception 01/02/13. Net Asset Value (NAV) As of 08/18/23 $26.29. Most Recent NAV Change As of 08/18/23 $0.04 | 0.15%. Fund Number 4834. Maximum Sales Charge --. Gross Expense Ratio. Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus.Fund Information. Fund Commencement 08/31/01. Net Assets ($ M) As of 09/30/23 $14861.37. Fiscal Year End SEPTEMBER. Benchmark. Russell Midcap Value Index measures U.S. mid-cap value stocks.FMCLX - Federated Hermes Mid-Cap Index R6 - Review the FMCLX stock price, growth, performance, sustainability and more to help you make the best investments.

MFS Mid Cap Value R6 10.00. ... Mid-Cap Value Funds ; Mid-Cap Blend Funds ; Mid-Cap Growth Funds ; Small Value Funds ; Small Blend Funds ; Small Growth Funds ; Real Estate Funds ;MVCKX | A complete MFS Mid Cap Value Fund;R6 mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest …MFS Mid Cap Value Fund Class R6 A Mutual Fund Fourth Quarter 2022 Fund Fact Sheet. Key Facts. Investment Advisor; Massachusetts Financial Services Company; Asset Class: Mid Cap - Value; Primary Index: Russell MidCap Value Index; Net Assets: $8,343.4 Million; Inception Date: 02/01/2013; Ticker: MVCKX; Gross Expense Ratio: 0.64%; Morningstar ...

AALRX | A complete American Beacon Large Cap Value Fund;R6 mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.

MFS Value R6 5.99. ... Mid-Cap Value Funds ; Mid-Cap Blend Funds ; Mid-Cap Growth Funds ; Small Value Funds ; Small Blend Funds ; Small Growth Funds ; Real Estate Funds ; Foreign Large Blend Funds ;Performance. From its November 1997 inception through September 2023, the 11.1% annualized return of JPMorgan Mid Cap Value’s L shares easily outpaced the Russell Midcap Value Index’s 8.9% ...Class Inception 01/02/13. Net Asset Value (NAV) As of 11/29/23 $27.61. Most Recent NAV Change As of 11/29/23 $0.11 | 0.40%. Fund Number 4834. Maximum Sales Charge --. Gross Expense Ratio. Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. 0.67%.MFS Mid Cap Growth R6 5.01. ... Mid-Cap Value Funds ; Mid-Cap Blend Funds ; Mid-Cap Growth Funds ; Small Value Funds ; Small Blend Funds ; Small Growth Funds ; Real Estate Funds ;MFS Mid Cap Value R6 10.00. ... Mid-Cap Value Funds ; Mid-Cap Blend Funds ; Mid-Cap Growth Funds ; Small Value Funds ; Small Blend Funds ; Small Growth Funds ; Real Estate Funds ;

2023 CAPITAL GAIN ESTIMATES (CONT.) Capital Gain Estimates as of September 30, 2023 (as a % of average NAV) Fund Name Short-Term Long-Term Total

MACQX - MFS Conservative Allocation R6 - Review the MACQX stock price, growth, performance, ... Mid-Cap Value Funds ; Mid-Cap Blend Funds ; Mid-Cap Growth Funds ; Small Value Funds ;

Designed to provide capital appreciation primarily through a portfolio of high-quality U.S. mid-cap value equity securities. Employs a bottom-up approach to invest in …Net Asset Value (NAV) As of 11/15/23 $29.18. Most Recent NAV Change As of 11/15/23 $0.13 | 0.45%. Fund Number 4837. Maximum Sales Charge --. Gross Expense Ratio. Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. 0.63%. Net Expense Ratio. MFS Growth R6 MFEKX Morningstar Medalist Rating Medalist Rating as of Feb 15, 2023 | See MFS ... Mid-Cap Value Funds ; Mid-Cap Blend Funds ; Mid-Cap Growth Funds ; Small Value Funds ;MFS Value R6 5.99. ... Mid-Cap Value Funds ; Mid-Cap Blend Funds ; Mid-Cap Growth Funds ; Small Value Funds ; Small Blend Funds ; Small Growth Funds ; Real Estate Funds ; Foreign Large Blend Funds ;ASVDX - American Century Small Cap Value R6 - Review the ASVDX stock price, growth, performance, sustainability and more to help you make the best investments.

MFS Mid Cap Value Fund Class R6 + Add to watchlist + Add to portfolio. MVCKX. MFS Mid Cap Value Fund Class R6. Actions. Add to watchlist; Add to portfolio; Price (USD) 29.74; Today's Change 0.28 / 0.95%; 1 Year change-3.69%; Data delayed at least 15 minutes, as of Nov 30 2023.how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ. The portfolio is actively managed, and current holdings may be different. MFS Fund Distributors, Inc., Member SIPC, 1-800-225-2606 mfs.comASVDX - American Century Small Cap Value R6 - Review the ASVDX stock price, growth, performance, sustainability and more to help you make the best investments.On average, investments in large cap funds may be considered more conservative than investments in small and mid-cap funds, potentially posing less overall ...

Weighted Average Market Cap. $20.1b. Weighted Median Market Cap. $15.9b. Number of Issues. 142. Active Share. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two.An overview of the management, performance and expenses, investment characteristics, and other information about the MFS Mid Cap Value Fund. MFS Mid Cap Value Fund R6 1. Fund Facts Inception Date: Feb 1, 2013: CUSIP: 55273W475: Ticker Symbol: MVCKX: Morningstar Category: ‡ Mid-Cap Value ...

MVCKX 28.19 -0.45 -1.57% : MFS Mid Cap Value Fund;R6 - MSN Money. Price down: -1.57% from the previous close price of $28.64 as of October 18 10:45 PM UTC. MVCKX October 18, 2023 • end of day ...See MFS Mid Cap Value Fund (MVCAX) mutual fund ratings from all the top fund analysts in one place. See MFS Mid Cap Value Fund performance, holdings, fees, risk and other data from Morningstar, S ...AALRX | A complete American Beacon Large Cap Value Fund;R6 mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.MFS Mid Cap Value R6 MVCKX Morningstar Medalist Rating | Medalist Rating as of Nov 15, 2023 | See MFS Investment Hub Quote Chart Fund Analysis Performance Sustainability Risk Price Portfolio...MFS Mid Cap Value R6 7.00. 420,021,846 — MFS Inflation-Adjusted Bond R6 6.98. 418,656,321 — MFS Mid Cap Growth R6 6.98. 418,442,024 — MFS Research International R6 ...Find the latest performance data chart, historical data and news for MFS Mid Cap Growth Fund Class R6 (OTCKX) at Nasdaq.com.

MFS Mid Cap Value Fund Class R6 + Add to watchlist MVCKX Actions Price (USD) 29.53 Today's Change 0.14 / 0.48% 1 Year change -3.18% Data delayed at least 15 minutes, as of Nov 24 2023....

MFS Mid Cap Value Fund Class R6 MVCKX: NAV: Change: Net Expense Ratio: YTD Return. YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. ... 3 Category: Mid-Cap Value return as of 11/20/2023. Monthly Pre-Tax Returns (%) as of 10/31/2023.

MCVIX 55272P596 R6 MVCKX 55273W475 MVCAX 55272P638 MVCCX 55272P612 The fund leverages our bottom-up, global research platform to try to identify attractively valued, high- quality companies and companies that we believe have improvement potential and/or low market expectations. Sectors (%) Other Sectors (1.1) Cash & Cash EquivalentsNet Asset Value (NAV) As of 11/15/23 $29.18. Most Recent NAV Change As of 11/15/23 $0.13 | 0.45%. Fund Number 4837. Maximum Sales Charge --. Gross Expense Ratio. Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. 0.63%. Net Expense Ratio. MFS Mid Cap Value R6 is part of the Equity global asset class and is within the U.S. Equity fund group. MFS Mid Cap Value R6 has 5.3% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 93.1%. There is 5.3% allocated to foreign stock, and 0.0% is allocated to preferred stocks.Net Asset Value (NAV) As of 11/15/23 $29.18. Most Recent NAV Change As of 11/15/23 $0.13 | 0.45%. Fund Number 4837. Maximum Sales Charge --. Gross Expense Ratio. Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. 0.63%. Net Expense Ratio.Aug 17, 2023 · MFS Mid Cap Value R6 9.00. ... Mid-Cap Value Funds ; Mid-Cap Blend Funds ; Mid-Cap Growth Funds ; Small Value Funds ; Small Blend Funds ; Small Growth Funds ; Real Estate Funds ; NASDAQ Compare to 1 Year Total Return (as of 11/28/23) MVCKX 2.88% S&P 500 16.83% Category 1.69% Overview Lipper Leader Scorecard MVCKX Total Return Consistent Return Preservation Tax Efficiency...Find the latest performance data chart, historical data and news for MFS Mid Cap Value Fund Class R6 (MVCKX) at Nasdaq.com.Richard L. Offen is an investment officer and equity portfolio manager for the US Small Cap Value and US Mid Cap Value strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy ...

Fund Information. Fund Commencement 12/01/93. Net Assets ($ M) As of 10/31/23 $11797.26. Fiscal Year End AUGUST. Benchmark. Russell Midcap Growth Index measures U.S. mid-cap growth stocks. Russell Midcap® Growth Index. Weighted Average Market Cap. $20.1b. Weighted Median Market Cap. $15.9b. Number of Issues. 142. Active Share. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two. Past name(s) : MFS Mid Cap Value R5. Volatility and Risk Volatilityas of09-30-23 Low Moderate High Investment Category Risk Measures as of 09-30-23 Port Avg Rel S&P 500 Rel Cat 3 Yr Std Dev 18.87 1.06 0.94 3 Yr Beta 0.95 . 0.98 Principal Risks Foreign Securities, Loss of Money, Not FDIC Insured, ValueFact Sheet MFS ® Mid Cap Value Fund Q3 | 2023 As of September 30, 2023 Objective Seeks capital appreciation. Investment team Portfolio Managers Richard Offen 12 years with MFS ... R6 MVCKX 55273W475 A MVCAX 55272P638 C MVCCX 55272P612 Top 10 holdings PG&E CORP HARTFORD FINANCIAL SERVICES GROUP INC/THE (EQ) …Instagram:https://instagram. best vanguard bond funds for 2023dvdplay.eafe stockexpedia stocj FSMVX0.34%. Lord Abbett Mid Cap Stock Fund Class A. $29.90. LAVLX0.10%. MFS Mid Cap Value Fund Class R6. $29.30. MVCKX0.21%. MFS Mid Cap Value Fund Class R4. $28.53. top option stocksfutures software Get the latest MFS Mid Cap Growth Fund Class R6 (OTCKX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment ... large cap companies MFS Mid Cap Value Fund Class R6. Actions. Add to watchlist; Add to portfolio; Price (USD) 28.19; Today's Change-0.06 / -0.21%; 1 Year change-6.87%; Data delayed at ...MFS Mid Cap Growth R6 Prospectus (12/29/2022) MFS Mid Cap Growth R6 Prospectus (12/29/2022) December 29, 2022 . PROSPECTUS. MFS ® ... investments may be valued at fair value if MFS determines that an investment’s value has been materially affected by events occurring after the close of the exchange or market on which the investment is ...The MFS OTCKX Mid Cap Growth Fund summary. See OTCKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. ... Morningstar Overall Rating As of 10/31/23 Class R6 Shares. Morningstar Mid-Cap Growth. Out of 521 funds. ... Investment return and principal value fluctuate so your shares, when sold, may be worth ...