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MFS Active Exchange Traded Funds Trust MFS Active Value ETF

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Key stats


Assets under management (AUM)
Fund flows (1Y)
‪618.41 K‬USD
Dividend yield (indicated)
Discount/Premium to NAV
−0.05%

About MFS Active Exchange Traded Funds Trust MFS Active Value ETF


Issuer
Sun Life Financial, Inc.
Brand
MFS
Expense ratio
0.44%
Home page
Inception date
Dec 5, 2024
Index tracked
No Underlying Index
Management style
Active
MFSV seeks capital appreciation by investing in an actively managed portfolio of common stocks deemed as undervalued. The fund may invest in companies of any size but intends to primarily invest in large-caps. It may also invest in foreign securities and concentrate assets in a single industry or sector. Investment decisions are based on a bottom-up fundamental approach, considering financial, market, and economic conditions. The adviser evaluates earnings, cash flows, valuation, momentum, competitive position, management ability, and ESG characteristics among other factors, and may utilize quantitative screening tools. The fund may engage in active and frequent trading, which results in a high portfolio turnover.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Value
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary

Returns


1 month3 monthsYear to date1 year3 years5 years
Price performance
NAV total return

Dividends


Dividend payout history

Assets under management (AUM)



Fund Flows