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Nasdaq - Delayed Quote USD

MFS Low Volatility Equity R4 (MLVRX)

18.05
+0.26
+(1.46%)
At close: 8:01:39 PM EDT
Loading Chart for MLVRX
  • Previous Close 17.79
  • YTD Return 2.09%
  • Expense Ratio 0.64%
  • Category Large Blend
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 356.22M
  • Beta (5Y Monthly) 0.70
  • Yield 1.13%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.06
  • Inception Date Dec 5, 2013

The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. It may invest the fund's assets in securities of companies of any size. The fund's investment adviser uses an active bottom-up approach to buying and selling investments for the fund.

MFS

Fund Family

Large Blend

Fund Category

356.22M

Net Assets

2013-12-05

Inception Date

Performance Overview: MLVRX

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Trailing returns as of 4/9/2025. Category is Large Blend.

YTD Return

MLVRX
2.09%
Category
5.31%
 

1-Year Return

MLVRX
6.55%
Category
20.31%
 

3-Year Return

MLVRX
6.77%
Category
6.48%
 

5-Year Return

MLVRX
14.88%
Category
11.78%
 

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Holdings: MLVRX

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Sector Weightings

SectorMLVRX
Technology   25.78%
Healthcare   15.43%
Industrials   10.46%
Utilities   5.33%
Real Estate   5.27%
Energy   1.20%

Recent News: MLVRX

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Research Reports: MLVRX

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