MBOVX Mutual Fund

MBOVX Mutual Fund (M Large Cap Value Fund) is managed by Northern Lights Fund Trust with $231.8M in net assets. MBOVX expense ratio is 0.60%, holding 221 positions across sectors including Financials, Health Care, Consumer Discretionary. Inception date: 2002-02-01.

MBOVX performance shows a YTD return of 20.28%. The 1-year return is 26.13% and the 5-year return is 12.58%.

MBOVX top holdings include JPMorgan Chase & Co (4.4%), Apple Inc (2.9%), Amazon.com Inc (2.9%), Exxon Mobil Corp. (2.8%), Merck & Company Inc (2.7%). Go to all MBOVX holdings, MBOVX sectors, or MBOVX dividends.

MBOVX can be compared against other funds. Use MBOVX overlap to find shared positions, or MBOVX vs another fund for a side-by-side view. MBOVX alternatives are available via the screener, along with tax-loss harvesting opportunities.