MCVAX Mutual Fund
MCVAX Mutual Fund
Transamerica Mid Cap Value Opportunities Fund Class A
MCVAX Mutual Fund Overview
MCVAX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class A) is managed by Transamerica with $22.5M in net assets. MCVAX expense ratio is 1.18%, holding 71 positions across sectors including Unknown, Consumer Staples, Health Care. Inception date: 2014-04-30.
MCVAX performance shows a YTD return of 2.41%. The 1-year return is 8.41% and the 5-year return is 4.73%. MCVAX dividend yield stands at 16.67%, paid annually.
MCVAX top holdings include Apple Inc Call Option W/S (6.9%), Kraft Heinz Co. (2.9%), Lkq (2.6%), Graphic Packaging Holding Co (2.6%), Dominion Energy, Inc. 4.65% (2.4%). View all MCVAX holdings, sector breakdown, or dividend history.
MCVAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MCVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.