Morningstar

MFS Low Volatility Global Equity Fund Class R4 MVGMX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $18.28  /  +0.11 %
  • Fund Size $293.0M
  • Adjusted Expense Ratio 0.740%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.34%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis MVGMX

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

  • People Pillar

    The People Pillar is our evaluation of the MVGMX 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 MVGMX’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 R4 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 MVGMX

More MVGMX 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

Johnson & Johnson

3.26 10M
Healthcare

McKesson Corp

2.97 9M
Healthcare

Colgate-Palmolive Co

2.96 9M
Consumer Defensive

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.69 8M
Technology

Roche Holding AG Ordinary Shares new

2.69 8M
Healthcare

DBS Group Holdings Ltd

2.42 7M
Financial Services

Microsoft Corp

2.38 7M
Technology

IG Group Holdings PLC

2.18 7M
Financial Services

Koninklijke KPN NV

2.17 7M
Communication Services

CLP Holdings Ltd

2.08 6M
Utilities

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