MVGCX Mutual Fund

MVGCX Mutual Fund (MFS Low Volatility Global Equity Fund Class C) is managed by MFS Investment Management with $3.5M in net assets. MVGCX expense ratio is 1.74%, holding 114 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MVGCX performance shows a YTD return of 6.72%. The 1-year return is 13.29% and the 5-year return is 7.91%. MVGCX dividend yield stands at 9.37%, paid quarterly.

MVGCX top holdings include Johnson & Johnson - Common (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 MVGCX holdings, MVGCX sectors, or MVGCX dividends.

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