DVRJX Mutual Fund

DVRJX Mutual Fund (MFS Global Alternative Strategy Fund Class R3) is managed by MFS Investment Management with $809,972.21 in net assets. DVRJX expense ratio is 1.34%, holding 1174 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2007-12-20.

DVRJX performance shows a YTD return of 2.17%. The 1-year return is 5.03% and the 5-year return is 5.12%. DVRJX dividend yield stands at 0.82%, paid annually.

DVRJX top holdings include Mfs Institutional Money Market Portfolio (5.6%), Nvidia Corp (3.0%), Apple, Inc (2.1%), Microsoft Corp (1.7%), Alphabet Inc,class A (1.2%). Go to all DVRJX holdings, DVRJX sectors, or DVRJX dividends.

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