MFS Value R2 (MVRRX)

MFS Value Fund Class R2 is a mutual fund that seeks capital appreciation by investing primarily in large-cap, high-quality U.S. companies deemed to be attractively valued. The fund follows a traditional value investing approach, focusing on stocks that are trading below their intrinsic worth based on criteria such as low price ratios and strong dividend yields. Its strategy places a significant emphasis on downside risk management across varying market conditions and assesses companies using long-term, cash flow- and returns-based methodologies. The fund uses the Russell 1000 Value Index as its benchmark, aligning its portfolio with major U.S. equities that exhibit value characteristics. With net assets exceeding $56 billion as of mid-2025, it represents a substantial presence in the value-oriented segment of the equity market. MFS Value Fund Class R2 is suitable for eligible investors, typically within retirement plans or employer-sponsored platforms, and does not impose initial sales charges. Its role in the financial market is to offer investors systematic exposure to blue-chip, undervalued U.S. equities, serving as a core portfolio holding for those seeking stable long-term growth through disciplined value investing.