DVRIX Mutual Fund
DVRIX Mutual Fund
DVRIX Mutual Fund
MFS Global Alternative Strategy Fund Class I
DVRIX Mutual Fund Overview
DVRIX Mutual Fund (MFS Global Alternative Strategy Fund Class I) is managed by MFS Investment Management with $155.1M in net assets. DVRIX expense ratio is 1.09%, holding 1429 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2007-12-20.
DVRIX performance shows a YTD return of 3.42%. The 1-year return is 5.13% and the 5-year return is 5.51%. DVRIX dividend yield stands at 1.10%, paid annually.
DVRIX 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 DVRIX holdings, DVRIX sectors, or DVRIX dividends.
DVRIX can be compared against other funds. Use DVRIX overlap to find shared positions, or DVRIX vs another fund for a side-by-side view. DVRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.