MLVAX

About MLVAX

The MFS Low Volatility Equity Fund Class A is a mutual fund focused on delivering capital appreciation through a portfolio of primarily U.S. large-cap equities. Distinct for its low volatility strategy, the fund blends fundamental and quantitative research to identify stocks with attractive growth and return characteristics, while seeking to minimize overall portfolio risk. It typically invests at least 80% of its assets in equity securities and is structured to achieve a volatility profile lower than that of the broader market benchmark, the S&P 500 Index. The fund maintains a diversified portfolio, with notable allocations across sectors such as healthcare, technology, and financial services. Major holdings include prominent companies like McKesson Corp, Johnson & Johnson, and Alphabet Inc. Its investment approach emphasizes long-term diversification, defensive positioning, and a focus on less volatile securities. With an active share indicating significant differences from the benchmark and a moderate turnover rate, this fund is designed for investors seeking equity exposure with an emphasis on risk reduction. Managed by MFS since its inception in 2013, the fund plays a key role for those aiming to participate in equity market growth while prioritizing lower portfolio volatility.