MCVAX Mutual Fund

MCVAX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class A) is managed by Transamerica with $23.1M in net assets. MCVAX expense ratio is 1.18%, holding 71 positions across sectors including Consumer Staples, Health Care, Materials. Inception date: 2014-04-30.

MCVAX performance shows a YTD return of 8.04%. The 1-year return is 14.16% and the 5-year return is 5.89%. MCVAX dividend yield stands at 15.80%, paid annually.

MCVAX top holdings include Apple Inc Call Option W/S (6.9%), Kraft Heinz Co. (2.9%), Lkq Corp. (2.6%), Graphic Packaging Holding Co (2.6%), Dominion Energy, Inc. 4.65% (2.4%). Go to all MCVAX holdings, MCVAX sectors, or MCVAX dividends.

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