MCMVX Mutual Fund

MCMVX Mutual Fund (Monongahela All Cap Value Fund) is managed by Moncapfund with $47.5M in net assets. MCMVX expense ratio is 0.86%, holding 45 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2013-07-01.

MCMVX performance shows a YTD return of 14.40%. The 1-year return is 19.59% and the 5-year return is 10.03%. MCMVX dividend yield stands at 1.08%.

MCMVX top holdings include Curtiss-wright Corp (4.9%), Teleflex Inc. (4.4%), Rockwell Automation (4.0%), Westinghouse Air Brake Technologies Corp. (4.0%), Revvity Inc (3.5%). Go to all MCMVX holdings, MCMVX sectors, or MCMVX dividends.

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