Mfs Series Trust Fund Quote

MKVHX Fund  USD 16.01  0.14  0.87%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Mfs Series is trading at 16.01 as of the 14th of July 2025; that is 0.87 percent decrease since the beginning of the trading day. The fund's open price was 16.15. Mfs Series has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 15th of April 2025 and ending today, the 14th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in issuers with large market capitalizations. It normally invests its assets primarily in foreign equity securities, including emerging market equity securities. The fund normally invests the funds assets across different industries, sectors, countries, and regions, but it may invest a significant percentage of the funds assets in issuers in a single industry, sector, country, or region.. More on Mfs Series Trust

Mfs Mutual Fund Highlights

Fund ConcentrationMFS Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, MFS (View all Sectors)
Update Date30th of June 2025
Mfs Series Trust [MKVHX] is traded in USA and was established 14th of July 2025. Mfs Series is listed under MFS category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of MFS family. Mfs Series Trust now has accumulated 6.26 B in assets with no minimum investment requirements with the current yeild of 0.03%.
Check Mfs Series Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Series Trust Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Mfs Series Top Holders

MBAGXMfs Aggressive GrowthMutual FundAllocation--85%+ Equity
MAAFXMfs Aggressive GrowthMutual FundAllocation--85%+ Equity
MDIFXMfs International DiversificationMutual FundForeign Large Blend
MDIZXMfs International DiversificationMutual FundForeign Large Blend
MAAHXMfs Aggressive GrowthMutual FundAllocation--85%+ Equity
MDIOXMfs International DiversificationMutual FundForeign Large Blend
MDIDXMfs International DiversificationMutual FundForeign Large Blend
MDIHXMfs International DiversificationMutual FundForeign Large Blend
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Mfs Series Trust Risk Profiles

Mfs Series Against Markets

Other Information on Investing in Mfs Mutual Fund

Mfs Series financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Series security.
ETF Categories
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