MCVIX Mutual Fund

MCVIX Mutual Fund (MFS Mid Cap Value Fund Class I) is managed by MFS Investment Management with $4.62B in net assets. MCVIX expense ratio is 0.72%, holding 155 positions across sectors including Industrials, Financials, Utilities. Inception date: 2001-11-01.

MCVIX performance shows a YTD return of 14.88%. The 1-year return is 19.71% and the 5-year return is 9.04%. MCVIX dividend yield stands at 7.11%, paid annually.

MCVIX 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 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.