MVGBX Mutual Fund

MVGBX Mutual Fund (MFS Low Volatility Global Equity Fund Class B) is managed by MFS Investment Management with $128,863.88 in net assets. MVGBX expense ratio is 1.74%, holding 114 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MVGBX performance shows a YTD return of 6.71%. The 1-year return is 13.30% and the 5-year return is 7.90%. MVGBX dividend yield stands at 9.22%, paid quarterly.

MVGBX top holdings include Johnson & Johnson (3.3%), Taiwan Semiconductor - Adr (3.3%), Roche Holding Ag /Chf/ 0.00000000 (2.9%), Mckesson Corp. (2.7%), Colgate-Palmolive Co (2.5%). Go to all MVGBX holdings, MVGBX sectors, or MVGBX dividends.

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