MFS Low Volatility Equity I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
MFS Low Volatility Equity Fund Class I MLVHX
- NAV / 1-Day Return 18.28 / +0.72 %
- Total Assets 364.8M
-
Adj. Expense Ratio
0.640%
- Expense Ratio 0.640%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.03%
- Turnover 23%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:15 AM GMT+0
Morningstar’s Analysis MLVHX
Will MLVHX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MLVHX 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 MLVHX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class A | 4.02 | 13M | Communication Services |
Teledyne Technologies Inc | 3.06 | 10M | Technology |
McKesson Corp | 2.80 | 9M | Healthcare |
Johnson & Johnson | 2.78 | 9M | Healthcare |
Apple Inc | 2.47 | 8M | Technology |
Microsoft Corp | 2.23 | 7M | Technology |
Amphenol Corp Class A | 2.20 | 7M | Technology |
NXP Semiconductors NV | 2.10 | 7M | Technology |
Merck & Co Inc | 2.09 | 7M | Healthcare |
Visa Inc Class A | 2.08 | 7M | Financial Services |
United States