MLVGX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Low Volatility Equity C (MLVGX) Ownership - Who owns MFS Low Volatility Equity C?

The investment seeks capital appreciation... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

MLVGX

Net Assets

342M

Fund Existence

over 11 years

Turnover

25.00

Total Expense Ratio

1.64

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.69

Assets in Top Ten Holdings

120M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

16.5M

Fund Type

OpenEnd

Index Fund

Management Fee

0.50

Modified Duration

N/A

No Load Fund

Number of Long Holdings

104.00

Number of Net Holdings

104.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

25.88%

Gain YTD

-2.388

Annual Yield % from dividends

0.16

Returns for 1 year

-6.69

Returns for 3 years

-11.90

Returns for 5 years

21.90

Returns for 10 years

58.92

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General Information

Category LargeBlend

Profile

Fundamentals

Details