DVRFX Mutual Fund

DVRFX Mutual Fund (MFS Global Alternative Strategy Fund Class R1) is managed by MFS Investment Management with $216,211.37 in net assets. DVRFX expense ratio is 2.09%, holding 1174 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2007-12-20.

DVRFX performance shows a YTD return of 1.69%. The 1-year return is 4.21% and the 5-year return is 4.33%. DVRFX dividend yield stands at 0.22%, paid annually.

DVRFX 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 DVRFX holdings, DVRFX sectors, or DVRFX dividends.

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