MCBVX Mutual Fund (MFS Mid Cap Value Fund Class B) is managed by MFS Investment Management with $852,224.13 in net assets. MCBVX expense ratio is 1.72%, holding 155 positions across sectors including Industrials, Unknown, Financials. Inception date: 2001-11-01.

MCBVX performance shows a YTD return of 11.20%. The 1-year return is 18.25% and the 5-year return is 7.68%. MCBVX dividend yield stands at 6.60%, paid annually.

MCBVX top holdings include Valero Energy Corp (1.4%), Flex Ltd (1.4%), Mfs Institutional Money Market Portfolio (1.4%), Pg&E Corp. (1.3%), Permian Resources Corp (1.3%). View all MCBVX holdings, sector breakdown, or dividend history.

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