MVCAX Mutual Fund

MVCAX Mutual Fund (MFS Mid Cap Value Fund Class A) is managed by MFS Investment Management with $2.19B in net assets. MVCAX expense ratio is 0.97%, holding 155 positions across sectors including Industrials, Financials, Utilities. Inception date: 2001-08-31.

MVCAX performance shows a YTD return of 14.70%. The 1-year return is 19.44% and the 5-year return is 8.76%. MVCAX dividend yield stands at 7.15%, paid annually.

MVCAX 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 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.