MKVBX Mutual Fund

MKVBX Mutual Fund (MFS International Value Fund Class A) is managed by MFS Investment Management with $36.0M in net assets. MKVBX expense ratio is 0.96%, holding 104 positions across sectors including Financials, Energy, Industrials. Inception date: 2020-06-30.

MKVBX performance shows a YTD return of 12.23%. The 1-year return is 20.30% and the 5-year return is 12.22%. MKVBX dividend yield stands at 7.31%, paid annually.

MKVBX top holdings include Natwest (3.7%), Bnp Paribas Sa (3.0%), Mitsubishi Ufj Financial Group, Inc. (2.8%), British American Tobacco Plc Common Stock GBP 25 (2.5%), Ubs Group Ag-Reg (2.5%). Go to all MKVBX holdings, MKVBX sectors, or MKVBX dividends.

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