MVRRX Mutual Fund

MVRRX Mutual Fund (MFS Value Fund Class R2) is managed by MFS Investment Management with $192.0M in net assets. MVRRX expense ratio is 1.04%, holding 76 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-10-31.

MVRRX performance shows a YTD return of 10.39%. The 1-year return is 13.24% and the 5-year return is 7.70%. MVRRX dividend yield stands at 8.47%, paid quarterly.

MVRRX top holdings include Amazon.Com Inc (5.7%), Microsoft Corp (4.7%), Jpmorgan Chase (4.2%), Apple, Inc (3.0%), Raytheon Co. (2.5%). Go to all MVRRX holdings, MVRRX sectors, or MVRRX dividends.

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