MVCGX Mutual Fund (MFS Mid Cap Value Fund Class R1) is managed by MFS Investment Management with $8.4M in net assets. MVCGX expense ratio is 1.72%, holding 155 positions across sectors including Industrials, Unknown, Financials. Inception date: 2005-04-01.

MVCGX performance shows a YTD return of 11.21%. The 1-year return is 18.23% and the 5-year return is 7.70%. MVCGX dividend yield stands at 7.49%, paid annually.

MVCGX 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 MVCGX holdings, sector breakdown, or dividend history.

MVCGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MVCGX alternatives are available via the screener, along with tax-loss harvesting opportunities.