MLVAX Mutual Fund

MLVAX Mutual Fund (MFS Low Volatility Equity Fund Class A) is managed by MFS Investment Management with $164.7M in net assets. MLVAX expense ratio is 0.89%, holding 98 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVAX performance shows a YTD return of 12.69%. The 1-year return is 14.77% and the 5-year return is 7.65%. MLVAX dividend yield stands at 0.68%, paid quarterly.

MLVAX top holdings include NVIDIA Corp (4.1%), Valero Energy Corp (3.7%), Johnson & Johnson - Common (3.2%), Alphabet Inc,class A (3.1%), Apple Inc (3.0%). Go to all MLVAX holdings, MLVAX sectors, or MLVAX dividends.

MLVAX can be compared against other funds. Use MLVAX overlap to find shared positions, or MLVAX vs another fund for a side-by-side view. MLVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.