MVCCX Mutual Fund

MVCCX Mutual Fund (MFS Mid Cap Value Fund Class C) is managed by MFS Investment Management with $55.6M in net assets. MVCCX expense ratio is 1.72%, holding 155 positions across sectors including Industrials, Financials, Utilities. Inception date: 2001-11-01.

MVCCX performance shows a YTD return of 14.21%. The 1-year return is 18.55% and the 5-year return is 7.92%. MVCCX dividend yield stands at 7.07%, paid annually.

MVCCX 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 MVCCX holdings, MVCCX sectors, or MVCCX dividends.

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