DVRAX Mutual Fund

DVRAX Mutual Fund (MFS Global Alternative Strategy Fund Class A) is managed by MFS Investment Management with $26.2M in net assets. DVRAX expense ratio is 1.34%, holding 1174 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2007-12-20.

DVRAX performance shows a YTD return of 2.11%. The 1-year return is 4.97% and the 5-year return is 5.11%. DVRAX dividend yield stands at 0.83%, paid annually.

DVRAX top holdings include Mfs Institutional Money Market Portfolio (5.6%), Nvidia Corp. (3.0%), Apple, Inc (2.1%), Microsoft Corp (1.7%), Alphabet Inc Common Stock USD 0.001 (1.2%). 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.