Mfs Low Volatility Fund Quote
| MLVMX Fund | USD 21.84 0.12 0.55% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Mfs Low is trading at 21.84 as of the 23rd of November 2024; that is 0.55% up since the beginning of the trading day. The fund's open price was 21.72. Mfs Low has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very 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 4th of December 2022 and ending today, the 23rd 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 |
Mfs Low Volatility [MLVMX] is traded in USA and was established 23rd 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 98.36 M in assets with no minimum investment requirementsMfs Low Volatility is currently producing year-to-date (YTD) return of 16.31% with the current yeild of 0.0%, while the total return for the last 3 years was 5.09%.
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 | |
| RE | Colas SA | Stock | Financials |
Mfs Low Volatility Risk Profiles
| Mean Deviation | 0.4688 | |||
| Semi Deviation | 0.4885 | |||
| Standard Deviation | 0.606 | |||
| Variance | 0.3672 |
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.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
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