MLVTX Mutual Fund

MLVTX Mutual Fund (MFS Low Volatility Equity Fund Class R6) is managed by MFS Investment Management with $73.4M in net assets. MLVTX expense ratio is 0.57%, holding 106 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVTX performance shows a YTD return of 6.98%. The 1-year return is 12.22% and the 5-year return is 7.52%. MLVTX dividend yield stands at 14.57%, paid quarterly.

MLVTX 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 MLVTX holdings, MLVTX sectors, or MLVTX dividends.

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