MLVGX Mutual Fund

MLVGX Mutual Fund (MFS Low Volatility Equity Fund Class C) is managed by MFS Investment Management with $13.0M in net assets. MLVGX expense ratio is 1.64%, holding 106 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVGX performance shows a YTD return of 6.30%. The 1-year return is 11.05% and the 5-year return is 6.36%. MLVGX dividend yield stands at 13.75%, paid quarterly.

MLVGX 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 MLVGX holdings, MLVGX sectors, or MLVGX dividends.

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