MVGBX Mutual Fund

MVGBX Mutual Fund (MFS Low Volatility Global Equity Fund Class B) is managed by MFS Investment Management with $139,578.48 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 7.79%. MVGBX dividend yield stands at 9.32%, paid quarterly.

MVGBX top holdings include Mckesson Corp Common Stock USD 0.01 (3.7%), Roche Holding Ag (3.2%), Johnson & Johnson - Common (3.0%), Franco-Nevada Corp (2.8%), Colgate-Palmolive Co (2.6%). 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.