MLVBX Mutual Fund

MLVBX Mutual Fund (MFS Low Volatility Equity Fund Class B) is managed by MFS Investment Management with $163,867.93 in net assets. MLVBX expense ratio is 1.64%, holding 104 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVBX performance shows a YTD return of 8.45%. The 1-year return is 10.27% and the 5-year return is 6.17%. MLVBX dividend yield stands at 13.34%, paid annually.

MLVBX 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 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.