Company Profile

MFS Special Value Trust (the Fund) is a diversified closed-end management investment company. The Fund's investment objective is to seek high current income but may consider capital appreciation. The principal investment types in which the Fund may invest are debt instruments, corporate bonds, United States government securities, foreign government securities, equity securities, and derivatives. Massachusetts Financial Services Company (MFS), the Fund's investment adviser, normally invests the majority of the Fund's assets in debt instruments, including investment grade quality debt instruments. In addition, MFS normally invests a portion of the Fund's assets in equity securities. MFS normally invests the Fund's assets across different industries and sectors, but MFS may invest a significant percentage of the Fund's assets in issuers in a single industry or sector. Its portfolio of investment includes United States treasuries, high yield corporates, high grade corporates, and others.

Employees

Sector

Closed End Funds

More about the company

MFS Special Value Trust Reports Earnings Results for the Full Year Ended October 31, 2023	23-12-21	CI
MFS Special Value Trust Reports Earnings Results for the Half Year Ended April 30, 2023	23-06-26	CI
MFS Special Value Trust Reports Earnings Results for the Full Year Ended October 31, 2022	22-12-22	CI
MFS Special Value Trust Reports Earnings Results for the Half Year Ended April 30, 2022	22-06-28	CI
MFS Special Value Trust Reports Earnings Results for the Full Year Ended October 31, 2021	21-12-28	CI
Mfs Special Value Trust Reports Earnings Results for the Half Year Ended April 30, 2021	21-06-22	CI
Mfs Special Value Trust Reports Earnings Results for the Full Year Ended October 31, 2020	20-12-22	CI
Mfs Special Value Trust Reports Earnings Results for the Half Year Ended April 30, 2020	20-06-25	CI
Mfs Special Value Trust Reports Earnings Results for the Full Year Ended October 31, 2019	19-12-20	CI
MFS Announces Portfolio Management Appointments for Two Closed End Funds	19-08-14	CI
Mfs Special Value Trust Reports Earnings Results for the Half Year Ended April 30, 2019	19-06-21	CI
MFS Multimarket Income Trust, MFS Charter Income Trust, MFS Intermediate Income Trust, and MFS Special Value Trust Appoints Michael Skatrud to its Portfolio Management, Effective March 1, 2018	18-02-15	CI
MFS Special Value Trust Appoints Robin A. Stelmach as President	14-10-01	CI

MFS Investment Management Announces Planned Liquidation of MFS Special Value Trust	24-02-13	BU
MFS Special Value Trust : Statement of Changes in Beneficial Ownership (Form 4)	22-04-19	PU
MFS Special Value Trust : Statement of Changes in Beneficial Ownership (Form 4)	22-01-04	PU
MFS Releases Closed-End Fund Income Distribution Sources for Certain Funds	21-12-27	BU
MFS Special Value Trust : Statement of Changes in Beneficial Ownership (Form 4)	21-12-23	PU

Director	Title	Age	Since
Michael Roberge CEO	Chief Executive Officer	58	2020-12-31
Amrit Kanwal DFI	Director of Finance/CFO	-	-
Carol Geremia PSD	President	-	-

Manager	Title	Age	Since
Maureen Goldfarb BRD	Director/Board Member	69	2008-12-31
John Kavanaugh CHM	Chairman	69	2017-12-31
Laurie Thomsen BRD	Director/Board Member	66	2005-02-28

Add to a list Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi. ($)
ARES CAPITAL CORPORATION	0.00%	+1.65%	+14.50%	+11.33%	15.11B
PERSHING SQUARE HOLDINGS, LTD.	+0.78%	+1.36%	+12.68%	+38.11%	9.48B
SPROTT PHYSICAL GOLD TRUST	-0.05%	+1.57%	+35.78%	+46.73%	8.9B
PIMCO DYNAMIC INCOME FUND	-0.52%	+0.21%	+0.96%	-23.53%	6.65B
FS KKR CAPITAL CORP.	+0.81%	+1.62%	+9.06%	+4.84%	6.31B
SPROTT PHYSICAL SILVER TRUST	-1.26%	-0.97%	+34.65%	+22.40%	5.31B
SPROTT PHYSICAL GOLD AND SILVER TRUST	-0.60%	+0.08%	+45.72%	+60.12%	5.13B
SPROTT PHYSICAL URANIUM TRUST FUND	-1.10%	-1.34%	-24.02%	+76.65%	4.56B
3I INFRASTRUCTURE PLC	+0.32%	-1.10%	-2.33%	-10.92%	3.57B
Average	-0.08%	+0.34%	+14.11%	+25.08%	7.23B
Weighted average by Cap.	-0.00%	+0.75%	+15.72%	+24.00%

MFS Special Value Trust Stock

Equities

MFV

US55274E1029

Closed End Funds

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Closed End Funds

Company Profile