MFSV ETF Analysis: MFS Active Value | NYSE

Large Value | NYSE, USA | Market Cap: 579m USD | 12M Return: 15.5% | US55286W5040 | Charts, Fundamentals & Technical Analysis

Value Equity, Large Cap, US Markets, Common Stock
Total Rating 53
Safety 58
Buy Signal -0.11
Large Value
Category Rotation: +2.2
TER: 0.44%
AUM: 579M
Avg Turnover: 3.40M
Risk 3d forecast
Volatility11.3%
VaR 5th Pctl2.05%
VaR vs Median1.04%
Reward TTM
Sharpe Ratio1.05
Rel. Str. IBD54.7
Rel. Str. Peer Group27
Character TTM
Beta0.461
Beta Downside0.452
Hurst Exponent0.472
Drawdowns 3y
Max DD12.74%
CAGR/Max DD0.92
CAGR/Mean DD6.83

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 1.7 years of data

Jan +1.3% -
Feb +0.9% -
Mar -6.1% -
Apr +1.9% -
May -2.7% -
Jun +1.7% -
Jul +0.6% -
Aug -1.7% -
Sep - -
Oct - -
Nov - -
Dec -0.6% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: MFSV MFS Active Value

The MFS Active Value ETF (MFSV) is a U.S.-listed exchange-traded fund managed by MFS Investment Management, which focuses its strategy on value investing. Under its policy, the funds investment adviser invests at least 80% of net assets in value companies-stocks the manager believes are undervalued relative to their perceived worth. The fund launched on December 4, 2024, has a market capitalization of approximately $512 million, and is categorized within the Large Value segment, indicating a focus on established companies trading at lower valuations relative to fundamentals.

Headlines to Watch Out For
  • Federal Reserve rate cuts boost financials-heavy value portfolio
  • AUM growth drives fee revenue as investors rotate to value
  • Passive value ETF competition pressures active management fees
What is the price of MFSV shares?

As of September 02, 2026, the stock is trading at USD 29.43 with a total of 77,240 shares traded. Over the past week, the price has changed by -1.21%, over one month by -0.91%, over three months by +7.26% and over the past year by +15.49%.

Current recommended Stop Loss: 29.10 (which is 1.1% or 1.6 ATR below the current price).

Is MFSV a buy, sell or hold?

MFS Active Value has no consensus analysts rating.