MVGBX : MFS Low Volatility Global Equity Fund Class B

MVGBX is a Allocation Market Total World with HIGH fees.

MVGBX

MFS Low Volatility Global Equity Fund Class B

FI Score

30 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

30% FI Score
  • mvgbx
  • Mutual Fund
  • Allocation
  • Total World

MFS Low Volatility Global Equity Fund Class B

Expenses: 1.79% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation 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 invests its assets in U.S. and foreign securities, including emerging market securities.

Largest Holdings

Amount Holding
3.88% Taiwan Semiconductor Manufacturing Co Ltd ADR
3.56% Roche Holding AG Dividend Right Cert.
3.12% Johnson & Johnson
2.87% KDDI Corp
2.77% Adobe Inc
2.32% Lockheed Martin Corp
2.19% PepsiCo Inc
2.16% Terumo Corp
2.04% Starbucks Corp
1.94% Nestle SA
1.80% ABC-Mart Inc
1.80% Waste Connections Inc
1.72% Novo Nordisk A/S B
1.70% MetLife Inc
1.65% CLP Holdings Ltd
1.65% General Mills Inc
1.59% Franco-Nevada Corp
1.57% Grand City Properties SA
1.56% Infosys Ltd ADR
1.56% TELUS Corp
1.56% Merck & Co Inc
1.54% HKT Trust and HKT Ltd
1.40% STORE Capital Corp
1.38% Xcel Energy Inc
1.38% Procter & Gamble Co

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