MCVIX Mutual Fund
MCVIX Mutual Fund
MFS Mid Cap Value Fund Class I
MCVIX Mutual Fund Overview
MCVIX Mutual Fund (MFS Mid Cap Value Fund Class I) is managed by MFS Investment Management with $4.58B in net assets. MCVIX expense ratio is 0.72%, holding 155 positions across sectors including Industrials, Unknown, Financials. Inception date: 2001-11-01.
MCVIX performance shows a YTD return of 11.73%. The 1-year return is 19.40% and the 5-year return is 8.79%. MCVIX dividend yield stands at 7.23%, paid annually.
MCVIX 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 MCVIX holdings, sector breakdown, or dividend history.
MCVIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MCVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.