MCVRX Mutual Fund

MCVRX Mutual Fund (MFS Mid Cap Value Fund Class R2) is managed by MFS Investment Management with $43.4M in net assets. MCVRX expense ratio is 1.22%, holding 159 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2003-10-31.

MCVRX performance shows a YTD return of 14.48%. The 1-year return is 18.87% and the 5-year return is 7.80%. MCVRX dividend yield stands at 7.07%, paid annually.

MCVRX top holdings include Valero Energy (1.6%), Becton Dickinson And Co. (1.5%), Northern Trust Corp. (1.3%), Targa Resources Corp Preferred (1.3%), Hewlett Packard Enterprise Co (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.