MCVRX Mutual Fund

MCVRX Mutual Fund (MFS Mid Cap Value Fund Class R2) is managed by MFS Investment Management with $46.5M in net assets. MCVRX expense ratio is 1.22%, holding 155 positions across sectors including Industrials, Financials, Utilities. 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 8.51%. MCVRX dividend yield stands at 7.15%, paid annually.

MCVRX 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 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.