Description: MFS Special Value Trust is a closed-ended balanced mutual fund launched and managed by Massachusetts Financial Services Company The fund invests in the public equity and fixed income markets of the United States. It primarily invests in value stocks of companies operating across diversified sectors. The fund employs fundamental analysis and a bottom-up stock picking approach to create its portfolio. For the fixed income component of its portfolio, it seeks to invest in U.S. Government securities, foreign government securities, mortgage backed and other asset-backed securities of U.S. and foreign issuers, corporate bonds of U.S. and foreign issuers, and debt instruments of issuers located in emerging market countries. The fund benchmarks the performance of its equity portfolio against Russell 1000 Value Index and fixed income against Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped, MFS Special Value Trust Blended Index and JPMorgan Emerging Markets Bond Index Global Index. MFS Special Value Trust was formed in November 30, 1989 and is domiciled in United States.
Home Page: www.mfs.com/en-us/individual-investor/prod
MFV Technical Analysis
111 Huntington Avenue
Boston,
MA
02199
United States
Phone:
617 954 5000
Officers
Name | Title |
---|---|
Mr. Kenneth J. Enright CFA | Portfolio Mang. of Equity Securities |
Mr. David P. Cole C.F.A., CFA | Portfolio Mang. |
Mr. William J. Adams C.F.A., CFA | Portfolio Mang. |
Mr. Nevin P. Chitkara | Portfolio Mang. |
Dr. Ward Brown Ph.D., CFA | Portfolio Mang. |
Mr. Matthew W. Ryan CFA | Portfolio Mang. |
Exchange: NYSE
Country: US
Currency: US Dollar ($)
Forward PE: | 0 |
---|---|
Trailing PE: | 4.9452 |
Price-to-Book MRQ: | 0.902 |
Price-to-Sales TTM: | 22.0813 |
IPO Date: | 1990-01-11 |
Fiscal Year End: | October |
Full Time Employees: | 0 |