MFS Mid Cap Value Division

Total Returns

Average Annual Total Returns as of 02/28/2026

	1 Month	3 Month	YTD	1 Year	3 Year	5 Year	10 Year	Since Inception*
Total Return %	3.98	8.07	7.85	13.30	11.78	10.24	11.09	9.40
Russell Midcap Value Index %	4.72	9.27	9.21	19.33	13.89	10.17	11.30	---
Mid Cap Value Category %	3.44	8.46	7.68	16.33	12.68	10.48	11.12	---
Morningstar Percentile Rankings**	---	---	---	71	64	58	54	---
# of Funds in Category	418	416	417	413	386	367	298	---

* Inception Date: 03/07/2008

**Morningstar percentile rankings are based on total returns.

Calendar Year Total Returns


	2025	2024	2023	2022	2021
Total Return %	5.75	13.52	12.39	-9.00	30.60
Russell Midcap Value Index %	11.05	13.07	12.71	-12.03	28.34
Mid Cap Value Category % ⁺	10.24	11.43	13.94	-8.02	29.32
Morningstar Percentile Rankings^**,+	82	31	56	59	38
Morningstar Equity Stylebox
# of Funds in Category⁺	411	423	397	405	413

⁺ Data displayed is the most current information available.

**Morningstar percentile rankings are based on total returns.

as of 02/28/2026

Total Investment Expense - Net:

1.04%