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Morningstar

MFS Low Volatility Global Equity R4 MVGMX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 16.29  /  −0.24 %
  • Total Assets 244.7 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • 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 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis MVGMX

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

  • People Pillar

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

MFS Low Volatility Global Equity R4’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-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MVGMX

More MVGMX 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