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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

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.

MFS Low Volatility Equity R6

Boston, MA 2199
111 Huntington Avenue, 24th Floor
1-800-637-2929

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 Operations

Last Dividend 0.07
Last Cap Gain 33.00
Holdings Turnover 25.00%
Average for Category --

Fees & Expenses

Expense MLVTX Category Average
Annual Report Expense Ratio (net) 0.57% 0.78%
Prospectus Net Expense Ratio 0.57% --
Prospectus Gross Expense Ratio 0.61% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Matthew W. Krummell, Lead Manager since December 05, 2013
- As a Quantitative Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions., . - Joined MFS in 2001. - Previous experience includes 3 years as Analyst at Pioneer Investments; 2 years as Assistant Vice President at Putnam Investments; 3 years as Associate at Mellon Capital Management;. - Affiliations include CFA Institute, CFA Society of Boston,. - University of Chicago, MBA - University of California, Berkeley, BA, Phi Beta Kappa

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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