B
MFS Low Volatility Global Equity Fund Class A MVGAX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings MVGAX-NASDAQ Click to
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Rating B
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B
Company Info MVGAX-NASDAQ Click to
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Provider MFS
Manager/Tenure (Years) James C. Fallon (11), Jonathan W. Sage (11), Matthew W. Krummell (9), 1 other
Website http://www.mfs.com
Fund Information MVGAX-NASDAQ Click to
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Fund Name MFS Low Volatility Global Equity Fund Class A
Category Global Large-Stock Blend
Sub-Category Global Equity Large Cap
Prospectus Objective World Stock
Inception Date Dec 05, 2013
Open/Closed To New Investors Open
Minimum Initial Investment 1,000.00
Minimum Subsequent Investment --
Front End Fee 0.06
Back End Fee --
Dividends and Shares MVGAX-NASDAQ Click to
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Dividend Yield 1.41%
Dividend MVGAX-NASDAQ Click to
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Dividend Yield (Forward) 2.69%
Asset Allocation MVGAX-NASDAQ Click to
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Cash 0.61%
Stock 99.39%
U.S. Stock 56.54%
Non-U.S. Stock 42.85%
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 MVGAX-NASDAQ Click to
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7-Day Total Return -0.46%
30-Day Total Return 1.72%
60-Day Total Return 3.07%
90-Day Total Return -1.20%
Year to Date Total Return 3.32%
1-Year Total Return 12.56%
2-Year Total Return 29.53%
3-Year Total Return 27.82%
5-Year Total Return 54.49%
Price MVGAX-NASDAQ Click to
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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 MVGAX-NASDAQ Click to
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Nav $17.07
1-Month Low NAV $16.83
1-Month High NAV $17.16
52-Week Low NAV $15.96
52-Week Low NAV (Date) Apr 16, 2024
52-Week High NAV $18.44
52-Week High Price (Date) Nov 29, 2024
Beta / Standard Deviation MVGAX-NASDAQ Click to
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Beta 0.70
Standard Deviation 12.34
Balance Sheet MVGAX-NASDAQ Click to
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Total Assets 267.28M
Operating Ratios MVGAX-NASDAQ Click to
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Expense Ratio 1.01%
Turnover Ratio 32.00%
Performance MVGAX-NASDAQ Click to
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Last Bull Market Total Return 13.97%
Last Bear Market Total Return -9.16%
Weiss Ratings