MFS Low Volatility Equity Fund Class R2
MLVOX
NASDAQ
| Weiss Ratings | MLVOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | MLVOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Matthew W. Krummell (12), Jonathan W. Sage (11), John (Jed) E. Stocks (11), 2 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | MLVOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Low Volatility Equity Fund Class R2 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 05, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MLVOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.35% | |||
| Dividend | MLVOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.73% | |||
| Asset Allocation | MLVOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.95% | |||
| Stock | 99.05% | |||
| U.S. Stock | 96.84% | |||
| Non-U.S. Stock | 2.21% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MLVOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.21% | |||
| 30-Day Total Return | 6.32% | |||
| 60-Day Total Return | 3.89% | |||
| 90-Day Total Return | 4.37% | |||
| Year to Date Total Return | 12.51% | |||
| 1-Year Total Return | 15.00% | |||
| 2-Year Total Return | 21.65% | |||
| 3-Year Total Return | 49.88% | |||
| 5-Year Total Return | 41.55% | |||
| Price | MLVOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MLVOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $19.99 | |||
| 1-Month Low NAV | $18.92 | |||
| 1-Month High NAV | $20.07 | |||
| 52-Week Low NAV | $17.35 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $20.56 | |||
| 52-Week High Price (Date) | Nov 28, 2025 | |||
| Beta / Standard Deviation | MLVOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.53 | |||
| Standard Deviation | 10.92 | |||
| Balance Sheet | MLVOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 317.92M | |||
| Operating Ratios | MLVOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.14% | |||
| Turnover Ratio | 49.00% | |||
| Performance | MLVOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.08% | |||
| Last Bear Market Total Return | -10.20% | |||