MFSV
MFS Active Value ETF
📎 Investment Objective
The MFS Active Value ETF seeks to provide long-term capital appreciation by investing primarily in equity securities of companies that the portfolio managers believe are undervalued compared to their perceived worth.
Overview
ETF tracking MFS Active Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The MFS Active Value ETF seeks to provide long-term capital appreciation by investing primarily in equity securities of companies that the portfolio managers believe are undervalued compared to their perceived worth.
🎯 Investment Strategy
The fund's managers use fundamental analysis to identify companies they believe are undervalued and have the potential for price appreciation. They consider factors such as a company's financial condition, industry position, and market and economic conditions.
✨ Key Features
- Actively managed fund that seeks to outperform the broader value stock market
- Invests in a diversified portfolio of undervalued large- and mid-cap U.S. stocks
- Experienced portfolio management team with a disciplined investment process
- Low expense ratio compared to many actively managed funds
⚠️ Primary Risks
- Market risk: The value of the fund's investments may decline due to overall stock market conditions
- Equity risk: The fund is subject to the risk that stock prices may fall over short or extended periods
- Active management risk: The fund's performance could trail that of the broader market if the managers' investment decisions are not successful
- Liquidity risk: It may be difficult to sell certain investments quickly at the desired time and price
👤 Best For
The MFS Active Value ETF may be suitable for long-term investors seeking exposure to undervalued U.S. stocks with the potential for capital appreciation. It may be appropriate as a core holding or as part of a diversified portfolio.