MLVBX Mutual Fund
MLVBX Mutual Fund
MLVBX Mutual Fund
MFS Low Volatility Equity Fund Class B
MLVBX Mutual Fund Overview
MLVBX Mutual Fund (MFS Low Volatility Equity Fund Class B) is managed by MFS Investment Management with $149,928.68 in net assets. MLVBX expense ratio is 1.64%, holding 98 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.
MLVBX performance shows a YTD return of 12.03%. The 1-year return is 13.91% and the 5-year return is 6.85%.
MLVBX 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 MLVBX holdings, MLVBX sectors, or MLVBX dividends.
MLVBX can be compared against other funds. Use MLVBX overlap to find shared positions, or MLVBX vs another fund for a side-by-side view. MLVBX alternatives are available via the screener, along with tax-loss harvesting opportunities.