MLVRX Mutual Fund

MLVRX Mutual Fund (MFS Low Volatility Equity Fund Class R4) is managed by MFS Investment Management with $145,888.08 in net assets. MLVRX expense ratio is 0.64%, holding 104 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVRX performance shows a YTD return of 9.15%. The 1-year return is 11.37% and the 5-year return is 7.23%. MLVRX dividend yield stands at 14.22%, paid quarterly.

MLVRX 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 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.