MVCHX Mutual Fund

MVCHX Mutual Fund (MFS Mid Cap Value Fund Class R3) is managed by MFS Investment Management with $843.5M in net assets. MVCHX expense ratio is 0.97%, holding 157 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2005-04-01.

MVCHX performance shows a YTD return of 15.80%. The 1-year return is 16.58% and the 5-year return is 8.84%. MVCHX dividend yield stands at 7.14%, paid annually.

MVCHX 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 MVCHX holdings, MVCHX sectors, or MVCHX dividends.

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