MFS Low Volatility Equity FundMLVMX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$344.4M
Expense ratio
1.64%
1-year return
+11.3%
3 years, a year
+13.2%
5 years, a year
+10.0%
Holdings
106
What it aims to do.
The funds investment objective is to seek capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MCK McKesson Corp | 3.24% |
| JNJ Johnson & Johnson | 3.16% |
| GOOGL Alphabet Inc | 3.12% |
| TDY Teledyne Technologies Inc | 3.08% |
| ADI Analog Devices Inc | 2.78% |
| MRK Merck & Co Inc | 2.27% |
| MSI Motorola Solutions Inc | 2.10% |
| APH Amphenol Corp | 2.09% |
| MSFT Microsoft Corp | 2.06% |
| V Visa Inc | 1.93% |
More on MLVMX.
- MLVMX overview
- MLVMX holdings
- MLVMX risk
- MLVMX costs
- MLVMX money in and out
- MLVMX share classes
- Compare MLVMX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.