MLVAX Mutual Fund

MLVAX Mutual Fund (MFS Low Volatility Equity Fund Class A) is managed by MFS Investment Management with $154.0M in net assets. MLVAX expense ratio is 0.89%, holding 104 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVAX performance shows a YTD return of 8.93%. The 1-year return is 11.05% and the 5-year return is 5.85%. MLVAX dividend yield stands at 14.01%, paid quarterly.

MLVAX top holdings include Nvidia Corp (3.5%), Alphabet Inc,class A (3.1%), Johnson & Johnson - Common (3.0%), Teledyne Technologies Inc (3.0%), Valero Energy (3.0%). 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.