MFS Mid Cap Value A (MVCAX)
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MFS Mid Cap Value A
Boston, MA 2199
111 Huntington Avenue 24th Floor
MFS Series Trust XI
1-800-637-2929
Management Information
Brooks A. Taylor,Lead Manager since November 19, 2008
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.
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Morningstar Category
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Fund Overview
CategoryMid-Cap Value
Fund FamilyMFS
Net Assets16.34B
YTD Return4.02%
Yield1.21%
Morningstar Rating★★★★
Inception DateMar 31, 2005
Fund Operations
Last Dividend0.38
Last Cap Gain19.00
Holdings Turnover19.00%
Average for CategoryN/A
Fees & Expenses
ExpenseMVCAXCategory Average
Annual Report Expense Ratio (net)0.74%1.01%
Prospectus Net Expense Ratio0.74%N/A
Prospectus Gross Expense Ratio0.75%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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