MLVOX Mutual Fund

MLVOX Mutual Fund (MFS Low Volatility Equity Fund Class R2) is managed by MFS Investment Management with $312,214.13 in net assets. MLVOX expense ratio is 1.14%, holding 106 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVOX performance shows a YTD return of 6.61%. The 1-year return is 11.58% and the 5-year return is 6.90%. MLVOX dividend yield stands at 13.61%, paid quarterly.

MLVOX top holdings include Kla Corp (3.3%), Alphabet Inc,class A (3.3%), Teledyne Technologies Inc (3.1%), Johnson & Johnson - Common (3.1%), Apple, Inc (2.6%). Go to all MLVOX holdings, MLVOX sectors, or MLVOX dividends.

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