MLVRX Mutual Fund
MLVRX Mutual Fund
MFS Low Volatility Equity Fund Class R4
MLVRX Mutual Fund Overview
MLVRX Mutual Fund (MFS Low Volatility Equity Fund Class R4) is managed by MFS Investment Management with $147,960.01 in net assets. MLVRX expense ratio is 0.64%, holding 106 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2013-12-05.
MLVRX performance shows a YTD return of 4.11%. The 1-year return is 9.34% and the 5-year return is 6.77%. MLVRX dividend yield stands at 14.91%, paid quarterly.
MLVRX 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 MLVRX holdings, sector breakdown, or dividend history.
MLVRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLVRX alternatives are available via the screener, along with tax-loss harvesting opportunities.