Morningstar

MFS Low Volatility Equity Fund Class B MLVBX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 18.43  /  −0.54 %
  • Total Assets 363.0M
  • Adj. Expense Ratio
    1.640%
  • Expense Ratio 1.640%
  • Distribution Fee Level High
  • Share Class Type Deferred Load
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.04%
  • Turnover 23%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MLVBX

Will MLVBX outperform in the 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 MLVBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Low Volatility Equity B holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MLVBX

More MLVBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

3.60 11M
Communication Services

Teledyne Technologies Inc

2.98 9M
Technology

Apple Inc

2.89 9M
Technology

Johnson & Johnson

2.77 9M
Healthcare

McKesson Corp

2.59 8M
Healthcare

Microsoft Corp

2.51 8M
Technology

NXP Semiconductors NV

2.34 7M
Technology

Merck & Co Inc

2.31 7M
Healthcare

KLA Corp

2.15 7M
Technology

Visa Inc Class A

2.09 7M
Financial Services

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