MCBVX Mutual Fund

MCBVX Mutual Fund (MFS Mid Cap Value Fund Class B) is managed by MFS Investment Management with $821,132.04 in net assets. MCBVX expense ratio is 1.72%, holding 155 positions across sectors including Industrials, Financials, Utilities. Inception date: 2001-11-01.

MCBVX performance shows a YTD return of 14.20%. The 1-year return is 18.55% and the 5-year return is 7.92%. MCBVX dividend yield stands at 6.50%, paid annually.

MCBVX top holdings include Valero Energy (1.4%), Flex Ltd (1.4%), Mfs Institutional Money Market Portfolio (1.4%), Pg&E Corp. (1.3%), Permian Resources Corp (1.3%). 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.