Mfs Low Volatility Fund Quote
| MLVAX Fund | USD 22.10 0.08 0.36% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Mfs Low is trading at 22.10 as of the 27th of November 2024; that is 0.36% up since the beginning of the trading day. The fund's open price was 22.02. Mfs Low has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Mfs Low Volatility are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts , and other securities that represent an ownership interest in a company or other issuer. More on Mfs Low Volatility
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Value Funds, Large Blend Funds, Large Blend, MFS (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of December 2022 |
| Fiscal Year End | August |
Mfs Low Volatility [MLVAX] is traded in USA and was established 27th of November 2024. Mfs Low is listed under MFS category by Fama And French industry classification. The fund is listed under Large Blend category and is part of MFS family. This fund now has accumulated 458.98 M in assets with no minimum investment requirementsMfs Low Volatility is currently producing year-to-date (YTD) return of 19.5% with the current yeild of 0.01%, while the total return for the last 3 years was 6.99%.
Check Mfs Low Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Low Volatility Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Low Volatility Mutual Fund Constituents
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| DOX | Amdocs | Stock | Information Technology | |
| LLY | Eli Lilly and | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| BFAM | Bright Horizons Family | Stock | Consumer Discretionary | |
| DHR | Danaher | Stock | Health Care | |
| TGT | Target | Stock | Consumer Staples |
Mfs Low Volatility Risk Profiles
| Mean Deviation | 0.4658 | |||
| Semi Deviation | 0.48 | |||
| Standard Deviation | 0.5998 | |||
| Variance | 0.3597 |
Mfs Low Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Low financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Low security.
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