DVRAX Mutual Fund

DVRAX Mutual Fund (MFS Global Alternative Strategy Fund Class A) is managed by MFS Investment Management with $25.3M in net assets. DVRAX expense ratio is 1.34%, holding 1429 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2007-12-20.

DVRAX performance shows a YTD return of 3.16%. The 1-year return is 4.78% and the 5-year return is 5.24%. DVRAX dividend yield stands at 0.82%, paid annually.

DVRAX top holdings include Long Gilt Future Dec 26 (17.5%), 10 Year Japanese Government Bond Future Sept 26 (17.3%), CHF/USD FWD 20261113 Purchased (10.5%), Currency Cash Cash_USD (10.2%), EUR/USD FWD 20261113 Purchased (10.0%). Go to all DVRAX holdings, DVRAX sectors, or DVRAX dividends.

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