MFS Low Volatility Global Equity R2 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.
MFS Low Volatility Global Equity Fund Class R2 MVGKX
- NAV / 1-Day Return 17.84 / −0.22 %
- Total Assets 294.0M
-
Adj. Expense Ratio
1.240%
- Expense Ratio 1.240%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Global Large-Stock Blend
- Investment Style Large Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.01%
- Turnover 31%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:09 AM GMT+0
Morningstar’s Analysis MVGKX
Will MVGKX 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 MVGKX 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 MVGKX’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 24.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Johnson & Johnson | 2.93 | 9M | Healthcare |
Roche Holding AG Ordinary Shares new | 2.86 | 9M | Healthcare |
McKesson Corp | 2.85 | 8M | Healthcare |
Koninklijke KPN NV | 2.52 | 8M | Communication Services |
Analog Devices Inc | 2.51 | 7M | Technology |
Alphabet Inc Class A | 2.43 | 7M | Communication Services |
Colgate-Palmolive Co | 2.31 | 7M | Consumer Defensive |
Franco-Nevada Corp | 2.25 | 7M | Basic Materials |
CLP Holdings Ltd | 2.07 | 6M | Utilities |
Microsoft Corp | 1.99 | 6M | Technology |
United States