MLVOX Mutual Fund
MLVOX Mutual Fund
MFS Low Volatility Equity Fund Class R2
MLVOX Mutual Fund Overview
MLVOX Mutual Fund (MFS Low Volatility Equity Fund Class R2) is managed by MFS Investment Management with $306,929.48 in net assets. MLVOX expense ratio is 1.14%, holding 106 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2013-12-05.
MLVOX performance shows a YTD return of 3.80%. The 1-year return is 8.81% and the 5-year return is 6.25%. MLVOX dividend yield stands at 14.26%, paid quarterly.
MLVOX 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 MLVOX holdings, sector breakdown, or dividend history.
MLVOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLVOX alternatives are available via the screener, along with tax-loss harvesting opportunities.