MFS Low Volatility Equity Fund Class R4
MLVRX
NASDAQ
| Weiss Ratings | MLVRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | MLVRX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | James C. Fallon (11), Matthew W. Krummell (11), Jonathan W. Sage (9), 1 other | |||
| Website | http://www.mfs.com | |||
| Fund Information | MLVRX-NASDAQ | Click to Compare |
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| Fund Name | MFS Low Volatility Equity Fund Class R4 | |||
| 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 | MLVRX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.18% | |||
| Dividend | MLVRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.00% | |||
| Asset Allocation | MLVRX-NASDAQ | Click to Compare |
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| Cash | 0.21% | |||
| Stock | 99.79% | |||
| U.S. Stock | 96.81% | |||
| Non-U.S. Stock | 2.98% | |||
| 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 | MLVRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.06% | |||
| 30-Day Total Return | 0.91% | |||
| 60-Day Total Return | 3.86% | |||
| 90-Day Total Return | 3.95% | |||
| Year to Date Total Return | 7.53% | |||
| 1-Year Total Return | 5.84% | |||
| 2-Year Total Return | 29.72% | |||
| 3-Year Total Return | 37.16% | |||
| 5-Year Total Return | 67.78% | |||
| Price | MLVRX-NASDAQ | Click to Compare |
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| 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 | MLVRX-NASDAQ | Click to Compare |
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| Nav | $19.88 | |||
| 1-Month Low NAV | $19.28 | |||
| 1-Month High NAV | $20.04 | |||
| 52-Week Low NAV | $17.13 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.19 | |||
| 52-Week High Price (Date) | Nov 29, 2024 | |||
| Beta / Standard Deviation | MLVRX-NASDAQ | Click to Compare |
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| Beta | 0.73 | |||
| Standard Deviation | 12.20 | |||
| Balance Sheet | MLVRX-NASDAQ | Click to Compare |
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| Total Assets | 351.29M | |||
| Operating Ratios | MLVRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.64% | |||
| Turnover Ratio | 25.00% | |||
| Performance | MLVRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.68% | |||
| Last Bear Market Total Return | -10.07% | |||