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MFSV
+1.28 · +4.95%
$27.21 · NYSE

MFS Active Value ETF (MFSV) ETF Analysis | Large Value

MFS · USA
AUM:$278.5M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 12.8% over the past year, showing positive momentum.

What is MFSV?

The fund normally invests the fund"s assets primarily in common stocks. Common stocks are equity securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
MFSV returned 12.8% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 29.1% of the ETF — exposure spread across many positions.
Income Component
Current yield of 1.49% — modest income alongside capital growth potential.
ETF Information
AUM$278.5M
Expense Ratio0.00%
Dividend Yield1.49%
Holdings50
Inception DateDec 2024
Domicile–
Distribution–
Index–
ProviderMFS
Beta–
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.3%
1Y
+15.9%
3Y
+21.9%
5Y
+21.9%
OpenBook InsightIf you had invested £10,000 in MFSV 5 years ago, it would have grown to £12,188 — a gain of £2,188.

Annual Returns

Calendar year performance

MFSV delivered positive returns in 2 of the last 3 calendar years.
YearMFSV
2026 YTD+11.5%
2025+13.8%
2024-4.6%
CAGR 2yr+4.2%
2/3 positive yearsAvg return: +6.9%Worst year: -4.6% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
8.2%
Low
Momentum
+2.3%
30-day change
Support Level
29.64
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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