MVCGX Mutual Fund

MVCGX Mutual Fund (MFS Mid Cap Value Fund Class R1) is managed by MFS Investment Management with $8.4M in net assets. MVCGX expense ratio is 1.72%, holding 155 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2005-04-01.

MVCGX performance shows a YTD return of 14.24%. The 1-year return is 18.56% and the 5-year return is 8.31%. MVCGX dividend yield stands at 7.37%, paid annually.

MVCGX top holdings include Mfs Institutional Money Market Portfolio (1.9%), Humana Inc. (1.4%), Northern Trust Corp. (1.2%), Targa Resources Corp Preferred (1.2%), Westinghouse Air Brake Technologies Corp. (1.2%). Go to all MVCGX holdings, MVCGX sectors, or MVCGX dividends.

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