MVGMX Mutual Fund

MVGMX Mutual Fund (MFS Low Volatility Global Equity Fund Class R4) is managed by MFS Investment Management with $140,789.88 in net assets. MVGMX expense ratio is 0.74%, holding 114 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MVGMX performance shows a YTD return of 7.33%. The 1-year return is 14.40% and the 5-year return is 8.98%. MVGMX dividend yield stands at 10.23%, paid quarterly.

MVGMX 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 MVGMX holdings, MVGMX sectors, or MVGMX dividends.

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