MCVAX Mutual Fund

MCVAX Mutual Fund (Transamerica Mid Cap Value Opportunities Fund Class A) is managed by Transamerica with $20.4M in net assets. MCVAX expense ratio is 1.18%, holding 70 positions across sectors including Information Technology, Consumer Staples, Health Care. Inception date: 2014-04-30.

MCVAX performance shows a YTD return of 0.90%. The 1-year return is 2.71% and the 5-year return is 4.56%. MCVAX dividend yield stands at 1.46%.

MCVAX top holdings include USD (6.5%), Crown Castle International Corp (2.7%), Cco Holdings, Llc/ Cco Holdings Capital (2.6%), Kraft Heinz Co. (2.5%), Cognizant Technology Solutions Corp. Class A (2.5%). Go to all MCVAX holdings, MCVAX sectors, or MCVAX dividends.

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