MFS Low Volatility Equity FundMLVOX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$344.4M
Expense ratio
1.14%
1-year return
+11.8%
3 years, a year
+13.8%
5 years, a year
+10.6%
Holdings
106

What it aims to do.

The funds investment objective is to seek capital appreciation.

Top 10 holdings.

Holding% of fund
MCK McKesson Corp3.24%
JNJ Johnson & Johnson3.16%
GOOGL Alphabet Inc3.12%
TDY Teledyne Technologies Inc3.08%
ADI Analog Devices Inc2.78%
MRK Merck & Co Inc2.27%
MSI Motorola Solutions Inc2.10%
APH Amphenol Corp2.09%
MSFT Microsoft Corp2.06%
V Visa Inc1.93%

More on MLVOX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.