MCMVX Mutual Fund
MCMVX Mutual Fund
Monongahela All Cap Value Fund
MCMVX Mutual Fund Overview
MCMVX Mutual Fund (Monongahela All Cap Value Fund) is managed by Moncapfund with $47.2M in net assets. MCMVX expense ratio is 0.85%, holding 45 positions across sectors including Unknown, Consumer Staples. Inception date: 2013-07-01.
MCMVX performance shows a YTD return of 19.61%. The 1-year return is 37.30% and the 5-year return is 11.50%. MCMVX dividend yield stands at 9.74%, paid annually.
MCMVX top holdings include Badger Meter, Inc. (2.8%), Alico Inc (1.9%), Abbott Laboratories (1.4%). View all MCMVX holdings, sector breakdown, or dividend history.
MCMVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MCMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.