Morningstar

MFS Low Volatility Equity Fund Class B MLVBX

Morningstar Medalist Rating
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Strategy

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. It may invest the fund's assets in securities of companies of any size. The fund's investment adviser uses an active bottom-up approach to buying and selling investments for the fund.

Related Share Classes

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
MLVHX
MFS Low Volatility Equity Fund Class IInstitutionalOpen $63.38M0.640%Average$0−$21.99M
MLVAX
MFS Low Volatility Equity Fund Class AFront LoadOpen $158.85M0.890%Below Average$1,000−$28.53M
MLVBX
MFS Low Volatility Equity Fund Class BDeferred LoadClosed $169,519.001.640%High$1,000−$311,285.38
MLVGX
MFS Low Volatility Equity Fund Class CLevel LoadOpen $11.95M1.640%Below Average$1,000−$5.36M
MLVTX
MFS Low Volatility Equity Fund Class R6Retirement, LargeOpen $76.38M0.570%Average$0−$10.16M
MLVRX
MFS Low Volatility Equity Fund Class R4Retirement, LargeOpen $150,977.000.640%Above Average$0$1,865.41
MLVPX
MFS Low Volatility Equity Fund Class R3Retirement, MediumOpen $540,523.000.890%Low$0$4,996.48
MLVOX
MFS Low Volatility Equity Fund Class R2Retirement, MediumOpen $253,491.001.140%Average$0−$160,257.31
MLVMX
MFS Low Volatility Equity Fund Class R1Retirement, SmallOpen $966,300.001.640%High$0−$18,918.62

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