MVGIX Mutual Fund

MVGIX Mutual Fund (MFS Low Volatility Global Equity Fund Class I) is managed by MFS Investment Management with $110.2M in net assets. MVGIX expense ratio is 0.74%, holding 114 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MVGIX performance shows a YTD return of 7.34%. The 1-year return is 14.41% and the 5-year return is 8.89%. MVGIX dividend yield stands at 10.24%, paid quarterly.

MVGIX 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 MVGIX holdings, MVGIX sectors, or MVGIX dividends.

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