MLVHX Mutual Fund

MLVHX Mutual Fund (MFS Low Volatility Equity Fund Class I) is managed by MFS Investment Management with $64.7M in net assets. MLVHX expense ratio is 0.64%, holding 98 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVHX performance shows a YTD return of 12.87%. The 1-year return is 15.04% and the 5-year return is 6.80%. MLVHX dividend yield stands at 0.91%, paid quarterly.

MLVHX top holdings include Nvidia Corp (4.1%), Valero Energy (3.7%), Johnson & Johnson - Common (3.2%), Alphabet Inc (3.1%), Apple Inc (3.0%). Go to all MLVHX holdings, MLVHX sectors, or MLVHX dividends.

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