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Morningstar

MFS Low Volatility Global Equity I MVGIX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 15.99  /  +0.13 %
  • Total Assets 239.8 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.33%
  • Turnover 25%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MVGIX

Will MVGIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MVGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MVGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MVGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MFS Low Volatility Global Equity I’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MVGIX

More MVGIX Holdings
  • 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