MVRRX Mutual Fund

MVRRX Mutual Fund (MFS Value Fund Class R2) is managed by MFS Investment Management with $211.5M in net assets. MVRRX expense ratio is 1.04%, holding 73 positions across sectors including Financials, Industrials, Utilities. Inception date: 2003-10-31.

MVRRX performance shows a YTD return of 5.82%. The 1-year return is 12.88% and the 5-year return is 8.02%. MVRRX dividend yield stands at 8.76%, paid quarterly.

MVRRX top holdings include Jp Morgan Chase & Co (4.3%), Mckesson Corp.1 (3.4%), The Progressive Corp. (3.0%), JOHNSON AND JOHNSON (3.0%), The Cigna Group (2.9%). View all MVRRX holdings, sector breakdown, or dividend history.

MVRRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MVRRX alternatives are available via the screener, along with tax-loss harvesting opportunities.