MCVAX Mutual Fund

MCVAX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class A) is managed by Transamerica with $22.6M in net assets. MCVAX expense ratio is 1.18%, holding 65 positions across sectors including Consumer Staples, Information Technology, Health Care. Inception date: 2014-04-30.

MCVAX performance shows a YTD return of 8.74%. The 1-year return is 13.16% and the 5-year return is 6.27%. MCVAX dividend yield stands at 1.36%, paid annually.

MCVAX top holdings include Crown Castle International Corp (2.7%), Chesapeake Energy Corp (2.6%), Fiserv, Inc. (United States) (2.6%), Evergy Inc. (2.6%), Zoetis, Inc. (2.5%). 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.