MVCKX Mutual Fund

MVCKX Mutual Fund (MFS Mid Cap Value Fund Class R6) is managed by MFS Investment Management with $9.81B in net assets. MVCKX expense ratio is 0.61%, holding 155 positions across sectors including Industrials, Financials, Utilities. Inception date: 2013-02-01.

MVCKX performance shows a YTD return of 14.98%. The 1-year return is 19.87% and the 5-year return is 9.52%. MVCKX dividend yield stands at 7.19%, paid annually.

MVCKX 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 MVCKX holdings, MVCKX sectors, or MVCKX dividends.

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