Mfs Low Volatility Fund Quote
| MLVMX Fund | USD 17.67 0.04 0.23% |
PerformanceFair
| Odds Of DistressLow
|
Mfs Low is trading at 17.67 as of the 6th of January 2026; that is 0.23% up since the beginning of the trading day. The fund's open price was 17.63. 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. The performance scores are derived for the period starting the 7th of December 2025 and ending today, the 6th of January 2026. 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, depositary receipts, 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
Moving against Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Value Funds, Large Blend Funds, Large Blend, MFS (View all Sectors) |
| Update Date | 31st of December 2025 |
Mfs Low Volatility [MLVMX] is traded in USA and was established 6th of January 2026. 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 98.36 M in assets with no minimum investment requirementsMfs Low Volatility is currently producing year-to-date (YTD) return of 5.36% with the current yeild of 0.0%, while the total return for the last 3 years was 10.04%.
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
| MCD | McDonalds | Stock | Consumer Discretionary | |
| NEE | Nextera Energy | Stock | Utilities | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| TMUS | T Mobile | Stock | Communication Services | |
| TGT | Target | Stock | Consumer Staples | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| RSG | Republic Services | Stock | Industrials | |
| PG | Procter Gamble | Stock | Consumer Staples |
Mfs Low Volatility Risk Profiles
| Mean Deviation | 0.7441 | |||
| Standard Deviation | 2.28 | |||
| Variance | 5.2 | |||
| Downside Variance | 0.3923 |
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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