MCVAX Mutual Fund
MCVAX Mutual Fund
MCVAX Mutual Fund
Transamerica Mid Cap Value Opportunities Fund Class A
MCVAX Mutual Fund Overview
MCVAX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class A) is managed by Transamerica with $20.3M in net assets. MCVAX expense ratio is 1.18%, holding 70 positions across sectors including Health Care, Consumer Staples, Information Technology. Inception date: 2014-04-30.
MCVAX performance shows a YTD return of 11.26%. The 1-year return is 12.08% and the 5-year return is 4.56%. MCVAX dividend yield stands at 15.34%, paid annually.
MCVAX top holdings include Fixed Inc Clearing Corp.Repo (6.3%), Kraft Heinz Co. (2.6%), Lkq Corp. (2.6%), Dominion Energy Inc. (2.3%), U Haul Holding Co (2.3%). Go to all MCVAX holdings, MCVAX sectors, or MCVAX dividends.
MCVAX can be compared against other funds. Use MCVAX overlap to find shared positions, or MCVAX vs another fund for a side-by-side view. MCVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.