MCBVX Mutual Fund

MCBVX Mutual Fund (MFS Mid Cap Value Fund Class B) is managed by MFS Investment Management with $668,643.49 in net assets. MCBVX expense ratio is 1.72%, holding 155 positions across sectors including Industrials, Financials, Information Technology. 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 8.31%. MCBVX dividend yield stands at 6.44%, paid annually.

MCBVX top holdings include Mfs Institutional Money Market Portfolio (1.9%), Humana Inc. (1.4%), Northern Trust Corp. (1.2%), Targa Resources Corp Preferred (1.2%), Westinghouse Air Brake Technologies Corp. (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.