MVCJX Mutual Fund
MVCJX Mutual Fund
MFS Mid Cap Value Fund Class R4
MVCJX Mutual Fund Overview
MVCJX Mutual Fund (MFS Mid Cap Value Fund Class R4) is managed by MFS Investment Management with $256.8M in net assets. MVCJX expense ratio is 0.72%, holding 155 positions across sectors including Industrials, Unknown, Financials. Inception date: 2005-04-01.
MVCJX performance shows a YTD return of 11.72%. The 1-year return is 19.42% and the 5-year return is 8.81%. MVCJX dividend yield stands at 7.44%, paid annually.
MVCJX top holdings include Valero Energy Corp (1.4%), Flex Ltd (1.4%), Mfs Institutional Money Market Portfolio (1.4%), Pg&E Corp (1.3%), Permian Resources Corp (1.3%). View all MVCJX holdings, sector breakdown, or dividend history.
MVCJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MVCJX alternatives are available via the screener, along with tax-loss harvesting opportunities.