MVCAX Mutual Fund

MVCAX Mutual Fund (MFS Mid Cap Value Fund Class A) is managed by MFS Investment Management with $1.99B in net assets. MVCAX expense ratio is 0.97%, holding 157 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2001-08-31.

MVCAX performance shows a YTD return of 15.76%. The 1-year return is 16.56% and the 5-year return is 8.84%. MVCAX dividend yield stands at 7.09%, paid annually.

MVCAX 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 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.