MFS Mid Cap Value Fund Class R3 (MVCHX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 6.11% | 6.84% | -0.73% |
Year-to-Date | 6.44% | 7.40% | -0.96% |
1 Year | 20.57% | 0.00% | 20.57% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
39%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 39% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.23%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,530
Real cost (fees + lost compounding)
$1,896
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
100%
Return in excess of styles
(over past year)
-0.42%