MCMVX Mutual Fund

MCMVX Mutual Fund (Monongahela All Cap Value Fund) is managed by Moncapfund with $49.2M in net assets. MCMVX expense ratio is 0.85%, holding 45 positions across sectors including Consumer Staples, Materials. Inception date: 2013-07-01.

MCMVX performance shows a YTD return of 19.08%. The 1-year return is 25.95% and the 5-year return is 9.94%. MCMVX dividend yield stands at 9.89%, paid annually.

MCMVX top holdings include Badger Meter, Inc. (2.8%), Alico Inc (1.9%), Air Products & Chemicals Inc. (1.4%), Abbott Laboratories (1.4%). Go to all MCMVX holdings, MCMVX sectors, or MCMVX dividends.

MCMVX can be compared against other funds. Use MCMVX overlap to find shared positions, or MCMVX vs another fund for a side-by-side view. MCMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.