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Morningstar

MFS Low Volatility Equity R3 MLVPX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 19.51  /  −0.05 %
  • Total Assets 410.0 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.83%
  • Turnover 39%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis MLVPX

Will MLVPX 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 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.

MFS Low Volatility Equity R3’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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MLVPX

More MLVPX Holdings
  • 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

Eli Lilly and Co

3.00 14.2 Mil
Healthcare

Motorola Solutions Inc

2.78 13.1 Mil
Technology

Amphenol Corp Class A

2.65 12.5 Mil
Technology

Merck & Co Inc

2.64 12.5 Mil
Healthcare

McKesson Corp

2.54 12.0 Mil
Healthcare

TE Connectivity Ltd

2.50 11.8 Mil
Technology

Accenture PLC Class A

2.46 11.6 Mil
Technology

Johnson & Johnson

2.46 11.6 Mil
Healthcare

Republic Services Inc

2.42 11.4 Mil
Industrials

Eaton Corp PLC

2.35 11.1 Mil
Industrials