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Mfs Mid Cap Value Fund Class I (MCVIX)

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37.42 +0.36    +0.97%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 4.61B
Type:  Fund
Market:  United States
Issuer:  MFS
Asset Class:  Equity
MFS Mid Cap Value I 37.42 +0.36 +0.97%

MCVIX Overview

 
On this page you'll find an in-depth profile of Mfs Mid Cap Value Fund Class I. Learn about the key management, total assets, investment strategy and contact information of MCVIX among other information.
Category

Mid-Cap Value

Total Assets

4.61B

Expenses

0.74%

Inception Date

37196

Investment Strategy

The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities.

Contact Information

Address 111 Huntington Avenue
Boston,MA 02199-7632
United States
Phone +1 8779606077

Top Executives

Name Title Since Until
Richard Offen Portfolio Manager 2021 Now
Biography Richard L. Offen - Investment Officer - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2011 - Previous experience includes 1 year as an Associate - Investment Banking at Stifel, Nicolaus and Co, Inc.; 3 years as an Associate/Analyst - Investment Banking at FBR Capital Markets. - Experience includes participation in the MFS MBA Internship program in 2010. - University of Virginia, Master of Business Administration - Davidson College, Bachelor of Arts
Kevin J. Schmitz Portfolio Manager and investment officer 2008 Now
Biography Kevin J. Schmitz is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He manages the firm's small and mid-cap value portfolios. Kevin assumed his current duties in 2011. He joined MFS in 2002 as an equity research analyst covering financial stocks. In 2009 he took on portfolio comanagement duties in addition to his analyst role. Prior to joining the firm, he was a financial analyst and vice president of business development for Fidelity Investments. Kevin earned a bachelor's of Business Administration degree from of the University of Michigan.
Brooks A. Taylor Investment Officer 2008 Now
Biography Brooks Taylor is an investment officer of MFS Investment Management® (MFS®). He is a portfolio manager of the balanced portfolios of our mutual funds, variable annuities, and institutional accounts. Brooks joined MFS in 1996 as an analyst. Prior to joining the firm, he was an analyst with Lodestar Group, a subsidiary of Société Générale. He has also held positions as an analyst with Fidelity Management and Research Company and Salomon Brothers. Prior to his current assignment he was a portfolio manager of our large-cap core portfolios. Brooks earned a Master of Business Administration degree from The Wharton School of the University of Pennsylvania and a Bachelor of Arts degree in economics from Yale University.
Jonathan W. Sage Investment Officer, Portfolio Manager 2006 2008
Biography Jonathan W. Sage, CFA, is an investment officer and a portfolio manager at MFS Investment Management. He manages blended research equity strategies utilized by the firm's mutual funds and institutional accounts. He joined MFS in 2000 as a quantitative equity research analyst and was named a portfolio manager in 2005. Prior to joining MFS, Jonathan spent two years as a supervisor of portfolio administration for Santander Global Advisors, Inc. and three years as a senior mutual fund accountant for First Data Investor Services Group.
Constantinos G. Mokas Assistant Vice President 2001 2006
Biography Mokas is an assistant vice president with MFS Investment Management, his employer since 1990.
Mark Regan Senior Vice President, Portfolio Manager, Research Analyst 2001 2002
Biography Regan is a senior vice president and portfolio manager with MFS Investment Management. He joined the firm in 1989 as a research analyst. He worked previously at Eaton Vance, McKinsey & Co., and Polaroid Corporation.
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