MVRRX Mutual Fund
MVRRX Mutual Fund
MVRRX Mutual Fund
MFS Value Fund Class R2
MVRRX Mutual Fund Overview
MVRRX Mutual Fund (MFS Value Fund Class R2) is managed by MFS Investment Management with $202.5M 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 10.76%. The 1-year return is 17.88% and the 5-year return is 8.31%. MVRRX dividend yield stands at 8.47%, paid quarterly.
MVRRX top holdings include Amazon.Com Inc (5.2%), Jpmorgan Chase (4.0%), Microsoft Corp (3.4%), Kla Corp (3.3%), Apple, Inc (2.9%). 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.