MLVHX Mutual Fund

MLVHX Mutual Fund (MFS Low Volatility Equity Fund Class I) is managed by MFS Investment Management with $122.3M in net assets. MLVHX expense ratio is 0.64%, holding 106 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVHX performance shows a YTD return of 6.89%. The 1-year return is 12.16% and the 5-year return is 7.43%. MLVHX dividend yield stands at 14.52%, paid quarterly.

MLVHX 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 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.