MLVPX Mutual Fund

MLVPX Mutual Fund (MFS Low Volatility Equity Fund Class R3) is managed by MFS Investment Management with $545,652.06 in net assets. MLVPX expense ratio is 0.89%, holding 106 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVPX performance shows a YTD return of 6.79%. The 1-year return is 11.88% and the 5-year return is 7.16%. MLVPX dividend yield stands at 14.21%, paid quarterly.

MLVPX 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 MLVPX holdings, MLVPX sectors, or MLVPX dividends.

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