MVGIX Mutual Fund

MVGIX Mutual Fund (MFS Low Volatility Global Equity Fund Class I) is managed by MFS Investment Management with $105.4M in net assets. MVGIX expense ratio is 0.74%, holding 120 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-12-05.

MVGIX performance shows a YTD return of 4.91%. The 1-year return is 6.90% and the 5-year return is 8.69%. MVGIX dividend yield stands at 10.57%, paid quarterly.

MVGIX top holdings include Johnson & Johnson - Common (3.2%), Mckesson Corp. (2.9%), Roche Holding Ag (2.7%), Taiwan Semiconductor Manufacturing Co Ltd (2.6%), Colgate-Palmolive Co (2.4%). Go to all MVGIX holdings, MVGIX sectors, or MVGIX dividends.

MVGIX can be compared against other funds. Use MVGIX overlap to find shared positions, or MVGIX vs another fund for a side-by-side view. MVGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.