MLVTX Mutual Fund
MLVTX Mutual Fund
MFS Low Volatility Equity Fund Class R6
MLVTX Mutual Fund Overview
MLVTX Mutual Fund (MFS Low Volatility Equity Fund Class R6) is managed by MFS Investment Management with $69.1M in net assets. MLVTX expense ratio is 0.57%, holding 106 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2013-12-05.
MLVTX performance shows a YTD return of 4.14%. The 1-year return is 9.47% and the 5-year return is 6.88%. MLVTX dividend yield stands at 14.97%, paid quarterly.
MLVTX 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 MLVTX holdings, sector breakdown, or dividend history.
MLVTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLVTX alternatives are available via the screener, along with tax-loss harvesting opportunities.