Morningstar

MFS Low Volatility Equity Fund Class R3 MLVPX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $19.25  /  +0.21 %
  • Fund Size $312.6M
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.890%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.64%
  • Turnover Ratio 23%
NAV and 1-Day Return as of

Morningstar’s Analysis MLVPX

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

  • People Pillar

    The People Pillar is our evaluation of the MLVPX 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 MLVPX’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 R3 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MLVPX

More MLVPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

3.85 12M
Technology

Valero Energy Corp

3.34 11M
Energy

Johnson & Johnson

3.07 10M
Healthcare

Alphabet Inc Class A

2.97 9M
Communication Services

McKesson Corp

2.90 9M
Healthcare

Monster Beverage Corp

2.77 9M
Consumer Defensive

Teledyne Technologies Inc

2.76 9M
Technology

Apple Inc

2.75 9M
Technology

Merck & Co Inc

2.70 9M
Healthcare

Microsoft Corp

2.65 8M
Technology

Sponsor Center