MVCAX Mutual Fund
MVCAX Mutual Fund
MFS Mid Cap Value Fund Class A
MVCAX Mutual Fund Overview
MVCAX Mutual Fund (MFS Mid Cap Value Fund Class A) is managed by MFS Investment Management with $2.15B in net assets. MVCAX expense ratio is 0.97%, holding 155 positions across sectors including Industrials, Unknown, Financials. Inception date: 2001-08-31.
MVCAX performance shows a YTD return of 13.45%. The 1-year return is 19.11% and the 5-year return is 8.51%. MVCAX dividend yield stands at 7.27%, paid annually.
MVCAX 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 MVCAX holdings, sector breakdown, or dividend history.
MVCAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MVCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.