Morningstar

MFS Low Volatility Global Equity Fund Class R3 MVGLX

Morningstar Medalist Rating
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Strategy

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. It may invest the fund's assets in securities of companies of any size. The fund invests its assets in U.S. and foreign securities, including emerging market securities.

Related Share Classes

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
MVGIX
MFS Low Volatility Global Equity Fund Class IInstitutionalOpen $105.45M0.740%Below Average$0−$19.31M
MVGAX
MFS Low Volatility Global Equity Fund Class AFront LoadOpen $36.66M0.990%Low$1,000−$4.44M
MVGBX
MFS Low Volatility Global Equity Fund Class BDeferred LoadClosed $126,450.001.740%Low$1,000−$69,954.81
MVGCX
MFS Low Volatility Global Equity Fund Class CLevel LoadOpen $3.44M1.740%Below Average$1,000−$824,876.03
MVGNX
MFS Low Volatility Global Equity Fund Class R6Retirement, LargeOpen $146.54M0.680%Below Average$0−$7.55M
MVGMX
MFS Low Volatility Global Equity Fund Class R4Retirement, LargeOpen $137,665.000.740%Below Average$0$1,300.26
MVGKX
MFS Low Volatility Global Equity Fund Class R2Retirement, MediumOpen $249,171.001.240%Average$0$14,425.70
MVGLX
MFS Low Volatility Global Equity Fund Class R3Retirement, MediumOpen $140,250.000.990%Low$0−$6,708.14
MVGJX
MFS Low Volatility Global Equity Fund Class R1Retirement, SmallOpen $214,727.001.740%High$0$9,451.10

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