MLVRX Mutual Fund

MLVRX Mutual Fund (MFS Low Volatility Equity Fund Class R4) is managed by MFS Investment Management with $151,595.4 in net assets. MLVRX expense ratio is 0.64%, holding 106 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVRX performance shows a YTD return of 6.94%. The 1-year return is 12.15% and the 5-year return is 7.41%. MLVRX dividend yield stands at 14.51%, paid quarterly.

MLVRX 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 MLVRX holdings, MLVRX sectors, or MLVRX dividends.

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