MPGVX Mutual Fund

MPGVX Mutual Fund (Mondrian Global Equity Value Fund) is managed by Mondrian with $350.8M in net assets. MPGVX expense ratio is 0.74%, holding 55 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2020-06-30.

MPGVX performance shows a YTD return of 7.46%. The 1-year return is 14.50% and the 5-year return is 11.18%. MPGVX dividend yield stands at 7.73%, paid annually.

MPGVX top holdings include Microsoft Corp (4.0%), Merck & Company Inc (3.1%), Thermo Fisherscientific Inc. (3.1%), Schwab Strategic T (3.0%), Samsung Electronics Pref 0.9 (2.9%). Go to all MPGVX holdings, MPGVX sectors, or MPGVX dividends.

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