Morningstar

MFS Low Volatility Global Equity Fund Class A MVGAX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 18.79  /  +0.86 %
  • Total Assets 304.8M
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.03%
  • Turnover 31%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MVGAX

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

  • People Pillar

    The People Pillar is our evaluation of the MVGAX 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 MVGAX’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 Global Equity A 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MVGAX

More MVGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Johnson & Johnson

3.28 10M
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.26 10M
Technology

Roche Holding AG Ordinary Shares new

2.91 9M
Healthcare

McKesson Corp

2.67 8M
Healthcare

Colgate-Palmolive Co

2.51 7M
Consumer Defensive

Analog Devices Inc

2.50 7M
Technology

Koninklijke KPN NV

2.35 7M
Communication Services

DBS Group Holdings Ltd

2.11 6M
Financial Services

CLP Holdings Ltd

2.04 6M
Utilities

Alphabet Inc Class A

1.91 6M
Communication Services

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