NDVCX Mutual Fund

NDVCX Mutual Fund (MFS New Discovery Value Fund Class C) is managed by MFS Investment Management with $5.9M in net assets. NDVCX expense ratio is 1.97%, holding 136 positions across sectors including Financials, Industrials, Health Care. Inception date: 2011-05-26.

NDVCX performance shows a YTD return of 13.48%. The 1-year return is 11.53% and the 5-year return is 4.98%. NDVCX dividend yield stands at 10.28%, paid semi-annually.

NDVCX top holdings include Plains Gp Holdings Lp (1.3%), Cathay Generalbancorp (1.3%), Prosperity Bancshares (1.3%), United Community Banks Inc/Ga Common Stock USD1.0 (1.3%), Columbia Banking System Inc Common Stock (1.2%). Go to all NDVCX holdings, NDVCX sectors, or NDVCX dividends.

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