MLVMX Mutual Fund
MLVMX Mutual Fund
MFS Low Volatility Equity Fund Class R1
MLVMX Mutual Fund Overview
MLVMX Mutual Fund (MFS Low Volatility Equity Fund Class R1) is managed by MFS Investment Management with $1.0M in net assets. MLVMX expense ratio is 1.64%, holding 106 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2013-12-05.
MLVMX performance shows a YTD return of 3.54%. The 1-year return is 8.27% and the 5-year return is 6.64%. MLVMX dividend yield stands at 14.15%, paid quarterly.
MLVMX 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 MLVMX holdings, sector breakdown, or dividend history.
MLVMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLVMX alternatives are available via the screener, along with tax-loss harvesting opportunities.