MVCKX Mutual Fund

MVCKX Mutual Fund (MFS Mid Cap Value Fund Class R6) is managed by MFS Investment Management with $8.90B in net assets. MVCKX expense ratio is 0.61%, holding 157 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2013-02-01.

MVCKX performance shows a YTD return of 16.06%. The 1-year return is 17.00% and the 5-year return is 9.24%. MVCKX dividend yield stands at 7.13%, paid annually.

MVCKX 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 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.