Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
MFS Low Volatility Global Equity C MVGCX
- NAV / 1-Day Return 15.82 / +0.19 %
- Total Assets 239.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.740%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.43%
- Turnover 25%
USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:53 PM GMT+0
Morningstar’s Analysis MVGCX
Will MVGCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
McKesson Corp | 3.00 | 7.3 Mil | Healthcare |
Microsoft Corp | 2.77 | 6.8 Mil | Technology |
Merck & Co Inc | 2.64 | 6.4 Mil | Healthcare |
DBS Group Holdings Ltd | 2.58 | 6.3 Mil | Financial Services |
Constellation Software Inc | 2.37 | 5.8 Mil | Technology |
Johnson & Johnson | 2.37 | 5.8 Mil | Healthcare |
Eli Lilly and Co | 2.22 | 5.4 Mil | Healthcare |
Colgate-Palmolive Co | 2.13 | 5.2 Mil | Consumer Defensive |
Jollibee Foods Corp | 2.06 | 5.0 Mil | Consumer Cyclical |
KDDI Corp | 1.99 | 4.8 Mil | Communication Services |