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Morningstar

MFS Low Volatility Global Equity R1 MVGJX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 16.61  /  +0.18 %
  • Total Assets 247.5 Mil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.44%
  • Turnover 25%

USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 10:12 PM GMT+0

Morningstar’s Analysis MVGJX

Will MVGJX 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 MVGJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MVGJX 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 MVGJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in MFS Low Volatility Global Equity R1's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MVGJX

More MVGJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

McKesson Corp

3.02 7.6 Mil
Healthcare

Microsoft Corp

2.55 6.4 Mil
Technology

DBS Group Holdings Ltd

2.50 6.3 Mil
Financial Services

Merck & Co Inc

2.31 5.8 Mil
Healthcare

Constellation Software Inc

2.28 5.7 Mil
Technology

Johnson & Johnson

2.27 5.7 Mil
Healthcare

Colgate-Palmolive Co

2.16 5.4 Mil
Consumer Defensive

Eli Lilly and Co

2.00 5.0 Mil
Healthcare

JPMorgan Chase & Co

1.97 5.0 Mil
Financial Services

KDDI Corp

1.89 4.7 Mil
Communication Services