MLVBX Mutual Fund

MLVBX Mutual Fund (MFS Low Volatility Equity Fund Class B) is managed by MFS Investment Management with $222,714.65 in net assets. MLVBX expense ratio is 1.64%, holding 106 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVBX performance shows a YTD return of 6.35%. The 1-year return is 11.05% and the 5-year return is 6.36%. MLVBX dividend yield stands at 13.61%, paid annually.

MLVBX 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 MLVBX holdings, MLVBX sectors, or MLVBX dividends.

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