DVRLX Mutual Fund

DVRLX Mutual Fund (MFS Global Alternative Strategy Fund Class R5) is managed by MFS Investment Management with $18.0M in net assets. DVRLX expense ratio is 1.01%, holding 1174 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2007-12-20.

DVRLX performance shows a YTD return of 2.37%. The 1-year return is 5.36% and the 5-year return is 5.47%. DVRLX dividend yield stands at 1.17%, paid annually.

DVRLX 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 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.