MLVGX Mutual Fund
MLVGX Mutual Fund
MFS Low Volatility Equity Fund Class C
MLVGX Mutual Fund Overview
MLVGX Mutual Fund (MFS Low Volatility Equity Fund Class C) is managed by MFS Investment Management with $12.9M in net assets. MLVGX expense ratio is 1.64%, holding 106 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2013-12-05.
MLVGX performance shows a YTD return of 3.55%. The 1-year return is 8.24% and the 5-year return is 5.71%. MLVGX dividend yield stands at 14.11%, paid quarterly.
MLVGX top holdings include Mckessoncorp. (3.2%), Johnson & Johnson (3.2%), Alphabet Inc Common Stock USD 0.001 (3.1%), Teledyne Technologies Inc (3.1%), Analog Devices, Inc. (2.8%). View all MLVGX holdings, sector breakdown, or dividend history.
MLVGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLVGX alternatives are available via the screener, along with tax-loss harvesting opportunities.