DVRBX Mutual Fund

DVRBX Mutual Fund (MFS Global Alternative Strategy Fund Class B) is managed by MFS Investment Management with $53,222.73 in net assets. DVRBX expense ratio is 2.09%, holding 1174 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2007-12-20.

DVRBX performance shows a YTD return of 1.72%. The 1-year return is 4.19% and the 5-year return is 4.33%.

DVRBX 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 DVRBX holdings, DVRBX sectors, or DVRBX dividends.

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