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MLVHX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

MFS Low Volatility Equity I (MLVHX) Ownership - Who owns MFS Low Volatility Equity I?

The investment seeks capital appreciation... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
MFS Series Trust I111 Huntington Avenue, 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.64
Min. Initial Investment
N/A
Fund Existence
over 11 years
Turnover
25.00
Front Load
N/A
Net Assets
353753600.00
Manager Tenure
N/A

Fundamentals

MLVHX
Net Assets
354M
Fund Existence
over 11 years
Turnover
25.00
Total Expense Ratio
0.64
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.69
Assets in Top Ten Holdings
120M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
78.1M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.50
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
105.00
Number of Net Holdings
105.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
25.21%
Gain YTD
6.638
Annual Yield % from dividends
1.20
Returns for 1 year
-4.25
Returns for 3 years
-2.31
Returns for 5 years
21.80
Returns for 10 years
82.37
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
MFS Series Trust I111 Huntington Avenue, 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com