MFS Mid Cap Value’s experienced, deep team and flexible process earn the strategy’s cheapest share classes a Morningstar Analyst Rating of Silver, while its pricier ones are rated Bronze.
Will MVCAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MVCAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MVCAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MVCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.