MVGMX Mutual Fund

MVGMX Mutual Fund (MFS Low Volatility Global Equity Fund Class R4) is managed by MFS Investment Management with $139,213.6 in net assets. MVGMX expense ratio is 0.74%, holding 114 positions across sectors including Health Care, Information Technology, Financials. Inception date: 2013-12-05.

MVGMX performance shows a YTD return of 3.14%. The 1-year return is 8.97% and the 5-year return is 8.49%. MVGMX dividend yield stands at 10.81%, paid quarterly.

MVGMX top holdings include Mckesson Corp.1 (3.7%), Roche Holding Ag (3.2%), JOHNSON AND JOHNSON (3.0%), Franco-Nevada Corp (2.8%), Colgate-Palmolive Co (2.6%). Go to all MVGMX holdings, MVGMX sectors, or MVGMX dividends.

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