MCBVX Mutual Fund

MCBVX Mutual Fund (MFS Mid Cap Value Fund Class B) is managed by MFS Investment Management with $623,944.08 in net assets. MCBVX expense ratio is 1.72%, holding 157 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2001-11-01.

MCBVX performance shows a YTD return of 15.16%. The 1-year return is 15.69% and the 5-year return is 8.03%. MCBVX dividend yield stands at 6.44%, paid annually.

MCBVX top holdings include Valero Energy (1.4%), Northern Trust Corp. (1.3%), Becton Dickinson And Co. (1.3%), Targa Resources Corp Preferred (1.2%), Hartford Financial Services Group Inc. (1.2%). Go to all MCBVX holdings, MCBVX sectors, or MCBVX dividends.

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