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MFS Mid Cap Value Fund (MVCAX)

SEC CIK 911637 · Series S000002499 · Portfolio as of 2026-06-30

Net assets
$17.32B
Holdings
157
Snapshots
28
History since
2019-09-30

Top holdings

SecurityValueWeight
MFS Institutional Money Market Portfolio$330.3M1.90%
Humana Inc · HUM$233.5M1.34%
Northern Trust Corp · NTRS$213.8M1.23%
Targa Resources Corp · TRGP$204.7M1.18%
Westinghouse Air Brake Technologies Corp · WAB$204.4M1.17%
Becton Dickinson & Co · BDX$201.3M1.16%
Valero Energy Corp · VLO$199.5M1.15%
Hartford Insurance Group Inc/The · HIG$190.3M1.09%
PG&E Corp · PCG$190.0M1.09%
M&T Bank Corp · MTB$184.8M1.06%

Sector exposure

financials
23.2%
technology
18.8%
industrials
15.6%
healthcare
10.9%
utilities
9.8%
other
5.3%
consumer discretionary
5.1%
energy
4.7%

Recent monthly returns

2026-01
+3.79%
2026-02
+3.94%
2026-03
-6.35%
2026-04
+5.76%
2026-05
+1.03%
2026-06
+4.50%

From N-PORT Part B, units verified by net-asset reconciliation.

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Source: SEC EDGAR Form N-PORT. Data is quarterly with a regulatory filing lag; this page shows the most recent public filing. Not investment advice.