MLVPX Mutual Fund

MLVPX Mutual Fund (MFS Low Volatility Equity Fund Class R3) is managed by MFS Investment Management with $522,005.85 in net assets. MLVPX expense ratio is 0.89%, holding 104 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVPX performance shows a YTD return of 8.94%. The 1-year return is 11.05% and the 5-year return is 6.96%. MLVPX dividend yield stands at 13.93%, paid quarterly.

MLVPX top holdings include Nvidia Corp (3.5%), Alphabet Inc,class A (3.1%), Johnson & Johnson - Common (3.0%), Teledyne Technologies Inc (3.0%), Valero Energy (3.0%). 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.