MLVPX Mutual Fund
MLVPX Mutual Fund
MFS Low Volatility Equity Fund Class R3
MLVPX Mutual Fund Overview
MLVPX Mutual Fund (MFS Low Volatility Equity Fund Class R3) is managed by MFS Investment Management with $532,112.5 in net assets. MLVPX expense ratio is 0.89%, holding 106 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2013-12-05.
MLVPX performance shows a YTD return of 3.97%. The 1-year return is 9.09% and the 5-year return is 6.52%. MLVPX dividend yield stands at 14.59%, paid quarterly.
MLVPX 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 MLVPX holdings, sector breakdown, or dividend history.
MLVPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLVPX alternatives are available via the screener, along with tax-loss harvesting opportunities.