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Nasdaq - Delayed Quote USD

MFS Low Volatility Equity R6 (MLVTX)

18.08
+0.11
+(0.61%)
At close: 8:01:39 PM EDT

Top 10 Holdings (25.35% of Total Assets)

SymbolCompany% Assets
MCK
McKesson Corporation 3.10%
JNJ
Johnson & Johnson 2.98%
MSI
Motorola Solutions, Inc. 2.66%
TEL
TE Connectivity plc 2.56%
TDY
Teledyne Technologies Incorporated 2.47%
APH
Amphenol Corporation 2.43%
GIS
General Mills, Inc. 2.35%
V
Visa Inc. 2.32%
CTSH
Cognizant Technology Solutions Corporation 2.26%
ACN
Accenture plc 2.22%
Get Quotes for Top Holdings

Sector Weightings

SectorMLVTX
Technology   25.78%
Healthcare   15.43%
Financial Services   13.18%
Industrials   10.46%
Consumer Defensive   10.15%
Consumer Cyclical   6.94%
Utilities   5.33%
Real Estate   5.27%
Communication Services   4.35%
Basic Materials   1.92%
Energy   1.20%

Overall Portfolio Composition (%)

Cash 0.34%
Stocks 99.66%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average MLVTX Category Average
Price/Earnings 0.04 0.04
Price/Book 0.28 0.21
Price/Sales 0.57 0.4
Price/Cashflow 0.06 0.06
Median Market Cap 76,527.86 335,222.28
3 Year Earnings Growth 7.34 21.25

Bond Holdings

Average MLVTX Category Average
Maturity -- --
Duration -- 4.6
Credit Quality -- --

Performance & Risk

YTD Return -2.56%
5y Average Return 11.68%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family MFS
Net Assets 356.22M
YTD Return 2.13%
Yield 1.23%
Morningstar Rating
Inception Date Dec 05, 2013

Fund Summary

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.

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