DVRIX Mutual Fund

DVRIX Mutual Fund (MFS Global Alternative Strategy Fund Class I) is managed by MFS Investment Management with $157.6M in net assets. DVRIX expense ratio is 1.09%, holding 1174 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2007-12-20.

DVRIX performance shows a YTD return of 2.31%. The 1-year return is 5.32% and the 5-year return is 5.37%. DVRIX dividend yield stands at 1.12%, paid annually.

DVRIX 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 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.