MVCAX Mutual Fund

MVCAX Mutual Fund (MFS Mid Cap Value Fund Class A) is managed by MFS Investment Management with $2.07B in net assets. MVCAX expense ratio is 0.97%, holding 159 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2001-08-31.

MVCAX performance shows a YTD return of 16.00%. The 1-year return is 19.19% and the 5-year return is 8.40%. MVCAX dividend yield stands at 1.15%, paid annually.

MVCAX top holdings include Valero Energy Corp (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 MVCAX holdings, MVCAX sectors, or MVCAX dividends.

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