DVRLX Mutual Fund

DVRLX Mutual Fund (MFS Global Alternative Strategy Fund Class R5) is managed by MFS Investment Management with $18.1M in net assets. DVRLX expense ratio is 1.01%, holding 1429 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2007-12-20.

DVRLX performance shows a YTD return of 3.48%. The 1-year return is 3.91% and the 5-year return is 4.43%. DVRLX dividend yield stands at 1.16%, paid annually.

DVRLX 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 DVRLX holdings, DVRLX sectors, or DVRLX dividends.

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