MVGBX Mutual Fund

MVGBX Mutual Fund (MFS Low Volatility Global Equity Fund Class B) is managed by MFS Investment Management with $125,065.24 in net assets. MVGBX expense ratio is 1.74%, holding 120 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MVGBX performance shows a YTD return of 7.88%. The 1-year return is 11.21% and the 5-year return is 7.61%. MVGBX dividend yield stands at 9.22%, paid monthly.

MVGBX top holdings include Johnson & Johnson - Common (3.3%), Taiwan Semiconductor - Adr (3.3%), Roche Ps Par Ag (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.