MFS Low Volatility Global Equity FundMVGLX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
Global equity
Net assets
$310.3M
Expense ratio
0.99%
1-year return
+20.4%
3 years, a year
+16.6%
5 years, a year
+11.6%
Holdings
114

What it aims to do.

The funds investment objective is to seek capital appreciation.

Top 10 holdings.

Holding% of fund
MCK McKesson Corp3.72%
JOBY Roche Holding AG3.20%
JNJ Johnson & Johnson3.04%
FNV Franco-Nevada Corp2.77%
CL Colgate-Palmolive Co2.57%
JOBY Koninklijke KPN NV2.56%
ADI Analog Devices Inc2.34%
GOOGL Alphabet Inc2.14%
MSFT Microsoft Corp2.03%
JOBY DBS Group Holdings Ltd1.98%

More on MVGLX.

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