Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
MFS Active Value ETF(MFSV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MFSV
11/06/2026: MFSV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
MFSV provides investors with active exposure to a diversified portfolio of U.S. large-cap value stocks chosen through MFS's fundamental research. Its primary strength is the potential for alpha generation, backed by a reputable issuer with a long history of active management. It is best used as a core or satellite holding for investors seeking to outperform market benchmarks through security selection. Key risks include higher costs relative to passive alternatives, manager risk, and general equity market volatility. It suits long-term investors who value professional stock selection over index-tracking simplicity.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund's focus on value stocks makes it less suitable for investors primarily seeking high-growth exposure. |
| Momentum investor | Weak fit | Value-oriented strategies often underperform when momentum is the primary driver of market returns. |
| Value investor | Strong fit | This fund is specifically designed for investors seeking undervalued equity opportunities. |
| Dividend/Income investor | Mixed fit | While value stocks often pay dividends, the fund focuses on total return rather than yield maximization. |
| Low-risk investor | Medium fit | While large-cap value stocks are generally more stable, equity market risk remains inherent. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation who prefer active management and believe in the firm's fundamental research process.
Suitability
Best suited for long-term investors looking to complement passive holdings with an actively managed value-oriented component.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets naturally experience price fluctuations that affect short-term performance. |
| Market risk | High | The fund's performance is tied to the overall direction of the U.S. stock market. |
| Concentration | Medium | Active strategies may hold fewer stocks than broad indices, increasing idiosyncratic risk. |
| Tracking/expense | Medium | Higher expense ratios compared to passive funds require outperformance to justify the cost. |
| Liquidity | Low | The fund holds liquid large-cap stocks, minimizing liquidity-related transaction risks. |
| Business/sector quality | Medium | Sector-specific headwinds can impact the value-oriented portfolio composition. |
Risk Analysis
Volatility
MFSV exhibits volatility typical of large-cap equity funds, generally tracking the broader value segment.
Market Risk
Investors face standard equity market risks; the fund's active strategy does not hedge against systemic downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 95 | This allocation provides core exposure to established companies that the manager believes are attractively valued. |
| Cash/collateral | Cash and Cash Equivalents | 5 | The fund maintains a small cash position for liquidity management and to capitalize on new investment opportunities. |
Analysis of Past Performance
Type ETF | Historic Profit 8.96% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.