MCMVX Mutual Fund (Monongahela All Cap Value Fund) is managed by Moncapfund with $47.6M in net assets. MCMVX expense ratio is 0.85%, holding 47 positions across sectors including Industrials, Financials, Consumer Staples. Inception date: 2013-07-01.

MCMVX performance shows a YTD return of 19.61%. The 1-year return is 37.30% and the 5-year return is 11.50%. MCMVX dividend yield stands at 9.74%, paid annually.

MCMVX top holdings include First Am Treas Obli-X (7.1%), Curtiss-wright Corp (5.1%), Rockwell Automation Inc. (4.0%), Westinghouse Air Brake Technologies Corp. (3.6%), Revvity Inc (3.3%). View all MCMVX holdings, sector breakdown, or dividend history.

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