MLVMX Mutual Fund

MLVMX Mutual Fund (MFS Low Volatility Equity Fund Class R1) is managed by MFS Investment Management with $1.0M in net assets. MLVMX expense ratio is 1.64%, holding 106 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVMX performance shows a YTD return of 6.32%. The 1-year return is 11.06% and the 5-year return is 6.17%. MLVMX dividend yield stands at 13.67%, paid quarterly.

MLVMX 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 MLVMX holdings, MLVMX sectors, or MLVMX dividends.

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