MLVBX Mutual Fund (MFS Low Volatility Equity Fund Class B) is managed by MFS Investment Management with $217,474.78 in net assets. MLVBX expense ratio is 1.64%, holding 106 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2013-12-05.

MLVBX performance shows a YTD return of 3.57%. The 1-year return is 8.26% and the 5-year return is 5.72%. MLVBX dividend yield stands at 14.06%, paid annually.

MLVBX 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 MLVBX holdings, sector breakdown, or dividend history.

MLVBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLVBX alternatives are available via the screener, along with tax-loss harvesting opportunities.