MLVTX Mutual Fund

MLVTX Mutual Fund (MFS Low Volatility Equity Fund Class R6) is managed by MFS Investment Management with $74.4M in net assets. MLVTX expense ratio is 0.57%, holding 104 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MLVTX performance shows a YTD return of 9.19%. The 1-year return is 11.44% and the 5-year return is 6.22%. MLVTX dividend yield stands at 14.28%, paid quarterly.

MLVTX 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 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.