MVCJX Mutual Fund

MVCJX Mutual Fund (MFS Mid Cap Value Fund Class R4) is managed by MFS Investment Management with $250.8M in net assets. MVCJX expense ratio is 0.72%, holding 155 positions across sectors including Industrials, Financials, Utilities. Inception date: 2005-04-01.

MVCJX performance shows a YTD return of 14.89%. The 1-year return is 19.75% and the 5-year return is 9.06%. MVCJX dividend yield stands at 7.31%, paid annually.

MVCJX 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 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.