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MIVL - ETF AI Analysis

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MIVL

MFS Active International Value ETF (MIVL)

Rating:69Neutral
Price Target:
MIVL, the MFS Active International Value ETF, earns a solid overall rating thanks to strong contributions from major financial holdings like BNP Paribas, Barclays, and Mitsubishi UFJ, which combine attractive valuations, good profitability, and supportive technical trends. Energy names such as TotalEnergies also help by adding solid financial performance and favorable earnings sentiment, while weaker areas like ENI and Glencore, with profitability and cash flow concerns, slightly weigh on the fund. The main risk factor is the ETF’s heavy exposure to large financial and energy companies, which can increase sensitivity to sector-specific and leverage-related issues.
Positive Factors
Strong Top Holdings Performance
Most of the largest positions have shown strong gains this year, helping to support the fund despite its recent overall decline.
Broad International Diversification
The ETF spreads its investments across several major countries in Europe, North America, and Asia, which can reduce the impact of problems in any single market.
Wide Sector Spread
Holdings are spread across financials, industrials, consumer, energy, materials, and other sectors, helping to avoid relying too heavily on one part of the economy.
Negative Factors
Negative Year-to-Date Return
The fund’s overall performance so far this year has been weak, which may concern investors looking for near-term gains.
High Expense Ratio
The ETF charges a relatively high fee for an ETF, which can slowly reduce investors’ net returns over time.
Heavy UK and Financials Exposure
A large share of assets is tied to UK companies and financial stocks, increasing the fund’s sensitivity to downturns in that country and sector.

MIVL vs. SPDR S&P 500 ETF (SPY)

MIVL Summary

MFS Active International Value ETF (MIVL) is an actively managed fund that looks for bargain-priced stocks outside the U.S., rather than tracking a fixed index. It focuses on “value” companies across many sizes and sectors in markets like the UK, France, Japan, and more. Well-known holdings include NatWest Group and TotalEnergies. Someone might invest in MIVL to diversify beyond U.S. stocks and seek long-term growth from international companies that appear undervalued. A key risk is that foreign stock prices can be volatile and may rise or fall with global markets and currency swings.
How much will it cost me?This ETF has an expense ratio of 0.57%, which means you’ll pay about $5.70 per year for every $1,000 you invest. That’s higher than the cost of many index (passive) ETFs because this fund is actively managed, with a team of professionals researching and selecting international value stocks.
What would affect this ETF?This ETF could benefit if international economies outside the U.S. strengthen, especially if value stocks come back into favor and sectors like financials, energy, and materials gain from higher interest rates, increased lending, and rising commodity demand, which would support major holdings such as European banks and resource companies. On the other hand, it could be hurt by global slowdowns, stricter banking and energy regulations, falling commodity prices, or renewed market preference for fast‑growing tech stocks over traditional value names, as well as any political or currency instability in the countries where its holdings are based.

MIVL Top 10 Holdings

MIVL is leaning heavily on big European and Japanese financials, with names like BNP Paribas, UBS, Barclays, NatWest, and Mitsubishi UFJ acting as the main engines of recent gains. These banks have been steadily rising, giving the fund a solid backbone. Energy giants TotalEnergies and ENI add extra fuel, also trending higher and reinforcing the value tilt. On the flip side, British American Tobacco and National Grid have been more sluggish, occasionally dragging on returns. Overall, it’s a global ex‑U.S. value play, anchored in financials and energy across Europe and Japan.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
BNP Paribas4.57%$1.14M€121.14B41.48%
77
Outperform
NatWest Group4.50%$1.13M£56.11B36.94%
75
Outperform
UBS Group AG3.35%$838.19K$159.29B41.23%
73
Outperform
TotalEnergies SE3.27%$819.01K€170.58B50.93%
78
Outperform
ENI S.p.A.2.66%$664.31K€70.14B61.67%
63
Neutral
British American Tobacco2.65%$661.79K£98.57B6.74%
71
Outperform
Barclays2.43%$607.43K£68.61B42.09%
78
Outperform
Glencore2.28%$569.44K£63.53B80.27%
68
Neutral
Henkel AG & Co. KGaA2.20%$550.21K€29.56B13.42%
71
Outperform
Rio Tinto2.17%$542.71K£123.09B57.90%
82
Outperform

MIVL Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
0.33
Negative
RSI
69.31
Neutral
STOCH
88.50
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MIVL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.75, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.33 indicates Negative momentum. The RSI at 69.31 is Neutral, neither overbought nor oversold. The STOCH value of 88.50 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MIVL.

MIVL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$24.98M0.57%
69
Neutral
$38.35M1.09%
67
Neutral
$25.18M0.54%
60
Neutral
$21.51M0.55%
67
Neutral
$18.03M0.59%
58
Neutral
$14.93M0.70%
60
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MIVL
MFS Active International Value ETF
26.51
1.77
7.15%
AADR
AdvisorShares Dorsey Wright ADR ETF
PJIO
PGIM Jennison International Opportunities ETF
DTAN
Sparkline International Intangible Value ETF
ESIM
Eventide International ETF
PZIV
Pzena International Value ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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