MVCJX Mutual Fund

MVCJX Mutual Fund (MFS Mid Cap Value Fund Class R4) is managed by MFS Investment Management with $222.6M in net assets. MVCJX expense ratio is 0.72%, holding 157 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2005-04-01.

MVCJX performance shows a YTD return of 15.98%. The 1-year return is 16.84% and the 5-year return is 9.11%. MVCJX dividend yield stands at 7.25%, paid annually.

MVCJX 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 MVCJX holdings, MVCJX sectors, or MVCJX dividends.

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