MFSV ETF Analysis: MFS Active Value | NYSE

Large Value | NYSE, USA | Market Cap: 512m USD | 12M Return: 16% | Charts, Fundamentals & Technical Analysis

Value Equity, Large Cap, US Markets, Common Stock
Total Rating 50
Safety 63
Buy Signal 0.21
Large Value
Category Rotation: +0.1
AUM: 512M
Avg Turnover: 3.27M
Risk 3d forecast
Volatility10.9%
VaR 5th Pctl1.97%
VaR vs Median0.65%
Reward TTM
Sharpe Ratio1.07
Rel. Str. IBD49.6
Rel. Str. Peer Group16.3
Character TTM
Beta0.474
Beta Downside0.472
Hurst Exponent0.439
Drawdowns 3y
Max DD12.74%
CAGR/Max DD0.94
CAGR/Mean DD6.60

Warnings

No concerns identified

Tailwinds

Supp Ema8

Seasonality 1.6 years of data

Jan +1.3% -
Feb +0.9% -
Mar -6.1% -
Apr +1.9% -
May -2.7% -
Jun +0.9% -
Jul - -
Aug - -
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 July 15, 2026, the stock is trading at USD 29.10 with a total of 56,805 shares traded. Over the past week, the price has changed by -0.07%, over one month by +1.73%, over three months by +5.98% and over the past year by +15.99%.

Current recommended Stop Loss: 28.60 (which is 1.7% or 2.1 ATR below the current price).

Is MFSV a buy, sell or hold?

MFS Active Value has no consensus analysts rating.