Nasdaq - Delayed Quote • USD
MFS Low Volatility Global Equity R1 (MVGJX)
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15.92 - YTD Return 5.69%
- Expense Ratio 0.74%
- Category World Large-Stock Blend
- Last Cap Gain 13.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 251.83M
- Beta (5Y Monthly) 0.71
- Yield 0.43%
- 5y Average Return --
- Holdings Turnover 25.00%
- Last Dividend 0.01
- Inception Date Dec 5, 2013
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.
MFS
Fund Family
World Large-Stock Blend
Fund Category
251.83M
Net Assets
2013-12-05
Inception Date
Performance Overview: MVGJX
Trailing returns as of 4/18/2024. Category is World Large-Stock Blend.
Holdings: MVGJX
Top 10 Holdings (24.13% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMVGJX
Healthcare 17.39%
Technology 16.83%
Financial Services 15.89%
Consumer Defensive 11.56%
Industrials 10.78%
Communication Services 9.60%
Consumer Cyclical 7.32%
Utilities 6.96%
Basic Materials 1.97%
Real Estate 1.22%
Energy 0.49%
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