MCVIX Mutual Fund

MCVIX Mutual Fund (MFS Mid Cap Value Fund Class I) is managed by MFS Investment Management with $4.15B in net assets. MCVIX expense ratio is 0.72%, holding 157 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2001-11-01.

MCVIX performance shows a YTD return of 15.97%. The 1-year return is 16.84% and the 5-year return is 9.11%. MCVIX dividend yield stands at 7.04%, paid annually.

MCVIX 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 MCVIX holdings, MCVIX sectors, or MCVIX dividends.

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