MVCHX Mutual Fund (MFS Mid Cap Value Fund Class R3) is managed by MFS Investment Management with $914.2M in net assets. MVCHX expense ratio is 0.97%, holding 155 positions across sectors including Industrials, Unknown, Financials. Inception date: 2005-04-01.

MVCHX performance shows a YTD return of 11.59%. The 1-year return is 19.10% and the 5-year return is 8.54%. MVCHX dividend yield stands at 7.33%, paid annually.

MVCHX top holdings include Valero Energy Corp (1.4%), Flex Ltd (1.4%), Mfs Institutional Money Market Portfolio (1.4%), Pg&E Corp (1.3%), Permian Resources Corp (1.3%). View all MVCHX holdings, sector breakdown, or dividend history.

MVCHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MVCHX alternatives are available via the screener, along with tax-loss harvesting opportunities.