MVCHX Mutual Fund

MVCHX Mutual Fund (MFS Mid Cap Value Fund Class R3) is managed by MFS Investment Management with $930.6M in net assets. MVCHX expense ratio is 0.97%, holding 155 positions across sectors including Industrials, Financials, Utilities. Inception date: 2005-04-01.

MVCHX performance shows a YTD return of 14.73%. The 1-year return is 19.44% and the 5-year return is 8.79%. MVCHX dividend yield stands at 7.21%, paid annually.

MVCHX 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 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.