MLVHX Mutual Fund (MFS Low Volatility Equity Fund Class I) is managed by MFS Investment Management with $120.9M in net assets. MLVHX expense ratio is 0.64%, holding 106 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVHX performance shows a YTD return of 7.29%. The 1-year return is 9.36% and the 5-year return is 6.79%. MLVHX dividend yield stands at 14.92%, paid quarterly.

MLVHX top holdings include Mckesson Corp (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 MLVHX holdings, sector breakdown, or dividend history.

MLVHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLVHX alternatives are available via the screener, along with tax-loss harvesting opportunities.