Nasdaq - Delayed Quote USD

MFS Value R2 (MVRRX)

53.54 -0.22 (-0.41%)
At close: November 15 at 8:00 PM EST

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mutual Of Omaha Investor Services Inc
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Pruco Securities, LLC
  • Protected Investors of America
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - June 2022
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Nationwide Retirement Resource
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Ameriprise SPS Advantage
  • CommonWealth Core
  • CommonWealth NTF
  • Vanguard NTF
  • ETrade No Load Fee
  • SunGard Transaction Network
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • FTJ FundChoice
  • Robert W. Baird & Co.
  • CitiStreet (k)Choice Prior 2/2/2007
  • WFA MF Advisory Updated 8.7.24
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • CitiStreet Framewor(k)
  • ING Financial Ptnrs PAM and PRIME Approv
  • Ameritas NTFN
  • CitiStreet (k)Choice R Shares
  • Scottrade TF
  • Scottrade NTF
  • Standard Retirement Services, Inc.
  • Ameriprise Financial
  • SB Fidelity Advisor 401(k)
  • Principal Advantage
  • American PlanPremier
  • TIAA-CREF Brokerage Services
  • Fidelity Advisor 401(k) I Shares
  • Fidelity Advisor 401(k) ACT Shares
  • Thrivent – Advisory Eligible
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • Trade PMR NTF
  • SB Pychx OFS C
  • SB Pychx OFS R
  • SB Pychx OFS A
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • NYLIM 401(k) Complete
  • ING 401(k) Adv
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD-WAIVED NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Trust Company of America
  • TIAA-CREF NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 8.7.24
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Waddell & Reed Choice MAP Flex
  • E-Plan Services, Inc.
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Vanguard Load
  • Vanguard Load-Waived
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • JP Morgan No Load
  • Smith Barney Portfolio Manager
  • Merrill Edge
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Fidelity Advisor 401(k) A Shares
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Fidelity Advisor 401(k) C Shares
  • Fidelity Advisor 401(k) T Shares
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Prudential Advisors Command
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - 10.29.2021
  • Thrivent – Retail Eligible
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies).

Fund Overview

Category Large Value
Fund Family MFS
Net Assets 59.61B
YTD Return 13.47%
Yield 1.16%
Morningstar Rating
Inception Date Nov 04, 1997

Performance & Risk

YTD Return 17.12%
5y Average Return 9.76%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

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