MCVRX Mutual Fund
MCVRX Mutual Fund
MFS Mid Cap Value Fund Class R2
MCVRX Mutual Fund Overview
MCVRX Mutual Fund (MFS Mid Cap Value Fund Class R2) is managed by MFS Investment Management with $45.8M in net assets. MCVRX expense ratio is 1.22%, holding 155 positions across sectors including Industrials, Unknown, Financials. Inception date: 2003-10-31.
MCVRX performance shows a YTD return of 11.43%. The 1-year return is 18.80% and the 5-year return is 8.26%. MCVRX dividend yield stands at 7.27%, paid annually.
MCVRX 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 MCVRX holdings, sector breakdown, or dividend history.
MCVRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MCVRX alternatives are available via the screener, along with tax-loss harvesting opportunities.