(MFSV) MFS Active Value - Overview

ETF Category: Large Value | Exchange: NYSE (USA) | Market Cap: 458m USD | Total Return: 14% in 12m

Common Stocks, Equity Securities
Total Rating 40
Safety 58
Buy Signal -0.20
Large Value
Category Rotation: +6.3
AUM: 458M
Avg Turnover: 3.18M
Risk 3d forecast
Volatility10.9%
VaR 5th Pctl1.99%
VaR vs Median0.85%
Reward TTM
Sharpe Ratio1.03
Rel. Str. IBD44.7
Rel. Str. Peer Group13.8
Character TTM
Beta0.512
Beta Downside0.571
Hurst Exponent0.473
Drawdowns 3y
Max DD12.74%
CAGR/Max DD0.74
CAGR/Mean DD4.86

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: MFSV MFS Active Value

The MFS Active Value ETF (MFSV) is an actively managed exchange-traded fund that primarily invests in U.S. common stocks within the large-cap value category. The fund’s investment strategy focuses on identifying equity securities that trade at a discount relative to their intrinsic value or perceived worth. Unlike passive index funds, this active model allows portfolio managers to adjust holdings based on fundamental analysis and shifting market conditions.

Value-oriented funds typically target mature companies with stable cash flows and established market positions, often found in the financials, industrials, and healthcare sectors. These businesses frequently prioritize dividend payments and share repurchases over aggressive capital expansion. Investors seeking deeper insights into these valuation metrics may find ValueRay a useful resource for further analysis.

Headlines to Watch Out For
  • Relative performance of value equities against growth stocks drives fund inflows
  • Federal Reserve interest rate policy shifts impact valuations of cyclical holdings
  • Dividend yield spreads influence investor demand for value-oriented equity strategies
  • Sector weightings in financials and industrials dictate tracking error versus benchmarks
  • Corporate earnings growth within undervalued market segments determines net asset value appreciation
What is the price of MFSV shares?

As of May 26, 2026, the stock is trading at USD 27.79 with a total of 255,800 shares traded.
Over the past week, the price has changed by +1.79%, over one month by +0.72%, over three months by -0.13% and over the past year by +13.98%.

Is MFSV a buy, sell or hold?

MFS Active Value has no consensus analysts rating.