MLVAX Mutual Fund

MLVAX Mutual Fund (MFS Low Volatility Equity Fund Class A) is managed by MFS Investment Management with $163.6M in net assets. MLVAX expense ratio is 0.89%, holding 106 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVAX performance shows a YTD return of 6.77%. The 1-year return is 11.89% and the 5-year return is 7.16%. MLVAX dividend yield stands at 14.29%, paid quarterly.

MLVAX top holdings include Mckesson Corp Common Stock USD 0.01 (3.2%), Johnson & Johnson - Common (3.2%), Alphabet Inc Common Stock USD 0.001 (3.1%), Teledyne Technologies Inc (3.1%), Analog Devices, Inc. (2.8%). Go to all MLVAX holdings, MLVAX sectors, or MLVAX dividends.

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