MCVRX Mutual Fund

MCVRX Mutual Fund (MFS Mid Cap Value Fund Class R2) is managed by MFS Investment Management with $42.6M in net assets. MCVRX expense ratio is 1.22%, holding 157 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2003-10-31.

MCVRX performance shows a YTD return of 15.57%. The 1-year return is 16.27% and the 5-year return is 8.24%. MCVRX dividend yield stands at 7.08%, paid annually.

MCVRX 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 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.