Morningstar

MFS Low Volatility Global Equity Fund Class B MVGBX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 17.87  /  +0.22 %
  • Total Assets 297.0M
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Low
  • Share Class Type Deferred Load
  • Category Global Large-Stock Blend
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.36%
  • Turnover 31%

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

Morningstar’s Analysis MVGBX

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

  • People Pillar

    The People Pillar is our evaluation of the MVGBX 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 MVGBX’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 B 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

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Portfolio Holdings MVGBX

More MVGBX 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

Roche Holding AG Ordinary Shares new

2.96 9M
Healthcare

Johnson & Johnson

2.88 8M
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.83 8M
Technology

McKesson Corp

2.60 8M
Healthcare

Analog Devices Inc

2.59 8M
Technology

Koninklijke KPN NV

2.46 7M
Communication Services

Colgate-Palmolive Co

2.45 7M
Consumer Defensive

Alphabet Inc Class A

2.41 7M
Communication Services

Microsoft Corp

2.20 6M
Technology

CLP Holdings Ltd

2.11 6M
Utilities

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