MVRRX Mutual Fund

MVRRX Mutual Fund (MFS Value Fund Class R2) is managed by MFS Investment Management with $198.1M in net assets. MVRRX expense ratio is 1.04%, holding 73 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-10-31.

MVRRX performance shows a YTD return of 11.79%. The 1-year return is 16.47% and the 5-year return is 7.72%. MVRRX dividend yield stands at 1.21%, paid quarterly.

MVRRX top holdings include Microsoft Corp (5.9%), Amazon.com Inc (5.5%), JPMorgan Chase & Co (4.0%), Apple Inc (3.3%), Cigna Corp. (2.6%). Go to all MVRRX holdings, MVRRX sectors, or MVRRX dividends.

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