MVCGX Mutual Fund

MVCGX Mutual Fund (MFS Mid Cap Value Fund Class R1) is managed by MFS Investment Management with $7.8M in net assets. MVCGX expense ratio is 1.72%, holding 157 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2005-04-01.

MVCGX performance shows a YTD return of 15.21%. The 1-year return is 15.69% and the 5-year return is 8.03%. MVCGX dividend yield stands at 7.30%, paid annually.

MVCGX 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 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.