NDVCX Mutual Fund (MFS New Discovery Value Fund Class C) is managed by MFS Investment Management with $7.3M in net assets. NDVCX expense ratio is 1.96%, holding 136 positions across sectors including Financials, Industrials, Unknown. Inception date: 2011-05-26.

NDVCX performance shows a YTD return of 13.67%. The 1-year return is 21.29% and the 5-year return is 6.75%. NDVCX dividend yield stands at 9.39%, paid semi-annually.

NDVCX top holdings include Ncr Atleos Corp. (1.4%), Element Solutions Inc Common Stock Usd 0.01 (1.4%), Plains Gp Holdings Lp (1.3%), Prosperity Bancshares Inc (1.3%), Portland General Electric Co. (1.2%). View all NDVCX holdings, sector breakdown, or dividend history.

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