MFS Low Volatility Equity Fund Class R3
MLVPX
NASDAQ
| Weiss Ratings | MLVPX-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 | MLVPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | James C. Fallon (12), Matthew W. Krummell (12), Jonathan W. Sage (10), 3 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | MLVPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Low Volatility Equity Fund Class R3 | |||
| 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 | MLVPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.92% | |||
| Dividend | MLVPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.77% | |||
| Asset Allocation | MLVPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.58% | |||
| Stock | 99.42% | |||
| U.S. Stock | 94.56% | |||
| Non-U.S. Stock | 4.86% | |||
| 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 | MLVPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.42% | |||
| 30-Day Total Return | -4.62% | |||
| 60-Day Total Return | -2.10% | |||
| 90-Day Total Return | 0.15% | |||
| Year to Date Total Return | 0.04% | |||
| 1-Year Total Return | 9.85% | |||
| 2-Year Total Return | 16.17% | |||
| 3-Year Total Return | 36.72% | |||
| 5-Year Total Return | 50.05% | |||
| Price | MLVPX-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 | MLVPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $17.77 | |||
| 1-Month Low NAV | $17.31 | |||
| 1-Month High NAV | $18.66 | |||
| 52-Week Low NAV | $17.18 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $20.52 | |||
| 52-Week High Price (Date) | Nov 28, 2025 | |||
| Beta / Standard Deviation | MLVPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.65 | |||
| Standard Deviation | 9.62 | |||
| Balance Sheet | MLVPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 344.39M | |||
| Operating Ratios | MLVPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.89% | |||
| Turnover Ratio | 23.00% | |||
| Performance | MLVPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 14.51% | |||
| Last Bear Market Total Return | -10.12% | |||