MCVRX Mutual Fund

MCVRX Mutual Fund (MFS Mid Cap Value Fund Class R2) is managed by MFS Investment Management with $45.6M in net assets. MCVRX expense ratio is 1.22%, holding 155 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2003-10-31.

MCVRX performance shows a YTD return of 14.54%. The 1-year return is 19.15% and the 5-year return is 8.85%. MCVRX dividend yield stands at 7.15%, paid annually.

MCVRX top holdings include Mfs Institutional Money Market Portfolio (1.9%), Humana Inc. (1.4%), Northern Trust Corp. (1.2%), Targa Resources Corp. (1.2%), Westinghouse Air Brake Technologies Corp. (1.2%). Go to all MCVRX holdings, MCVRX sectors, or MCVRX dividends.

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