MLVAX Mutual Fund
MLVAX Mutual Fund
MFS Low Volatility Equity Fund Class A
MLVAX Mutual Fund Overview
MLVAX Mutual Fund (MFS Low Volatility Equity Fund Class A) is managed by MFS Investment Management with $161.7M in net assets. MLVAX expense ratio is 0.89%, holding 106 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2013-12-05.
MLVAX performance shows a YTD return of 3.93%. The 1-year return is 9.08% and the 5-year return is 6.51%. MLVAX dividend yield stands at 14.80%, paid quarterly.
MLVAX top holdings include Mckesson Corp.1 (3.2%), JOHNSON AND JOHNSON (3.2%), 'alphabet Inc., Class 'a'' (3.1%), Teledyne Technologies Inc (3.1%), Analog Devices, Inc. (2.8%). View all MLVAX holdings, sector breakdown, or dividend history.
MLVAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.