MLVAX : MFS Low Volatility Equity Fund Class A

MLVAX is a US Stocks Market Large Blend with HIGH fees.

MLVAX

MFS Low Volatility Equity Fund Class A

FI Score

45 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

45% FI Score
  • mlvax
  • Mutual Fund
  • US Stocks
  • Large Blend

MFS Low Volatility Equity Fund Class A

Expenses: 0.89% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks, 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.

Largest Holdings

Amount Holding
3.82% Microsoft Corp
3.48% Eli Lilly and Co
3.06% Johnson & Johnson
2.86% Costco Wholesale Corp
2.66% PepsiCo Inc
2.55% Alphabet Inc A
2.42% Amdocs Ltd
2.29% Starbucks Corp
2.12% Waste Connections Inc
2.03% MetLife Inc
1.99% Mastercard Inc A
1.98% Danaher Corp
1.95% Adobe Inc
1.88% Procter & Gamble Co
1.83% Cable One Inc
1.82% Pfizer Inc
1.76% Steris PLC
1.65% NextEra Energy Inc
1.64% Ingredion Inc
1.64% Merck & Co Inc
1.54% Medtronic PLC
1.52% Alphabet Inc Class C
1.49% Amazon.com Inc
1.47% Copart Inc
1.46% W.P. Carey Inc

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