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MFS Low Volatility Global Equity R6 MVGNX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 16.67  /  +0.97 %
  • Total Assets 252.1 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.48%
  • Turnover 25%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis MVGNX

Will MVGNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

MFS Low Volatility Global Equity R6’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings MVGNX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

McKesson Corp

3.00 7.3 Mil
Healthcare

Microsoft Corp

2.77 6.8 Mil
Technology

Merck & Co Inc

2.64 6.4 Mil
Healthcare

DBS Group Holdings Ltd

2.58 6.3 Mil
Financial Services

Constellation Software Inc

2.37 5.8 Mil
Technology

Johnson & Johnson

2.37 5.8 Mil
Healthcare

Eli Lilly and Co

2.22 5.4 Mil
Healthcare

Colgate-Palmolive Co

2.13 5.2 Mil
Consumer Defensive

Jollibee Foods Corp

2.06 5.0 Mil
Consumer Cyclical

KDDI Corp

1.99 4.8 Mil
Communication Services