MCVIX Mutual Fund

MCVIX Mutual Fund (MFS Mid Cap Value Fund Class I) is managed by MFS Investment Management with $4.44B in net assets. MCVIX expense ratio is 0.72%, holding 155 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2001-11-01.

MCVIX performance shows a YTD return of 14.88%. The 1-year return is 19.71% and the 5-year return is 9.39%. MCVIX dividend yield stands at 7.04%, paid annually.

MCVIX top holdings include Mfs Institutional Money Market Portfolio (1.9%), Humana Inc. (1.4%), Northern Trust Corp. (1.2%), Targa Resources Corp Preferred (1.2%), Westinghouse Air Brake Technologies Corp. (1.2%). Go to all MCVIX holdings, MCVIX sectors, or MCVIX dividends.

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