MLVHX

About MLVHX

MFS Low Volatility Equity Fund Class I is a mutual fund focused on capital appreciation while targeting substantially lower volatility compared to the broader U.S. equity market. Its primary function is to provide investors with exposure to a diversified portfolio of U.S. large-cap stocks, aiming to outperform the S&P 500 Index over a full market cycle while maintaining at least 20% less volatility than the index. The fund employs a distinct investment strategy by blending in-depth fundamental research with quantitative analysis. This approach helps identify companies whose valuations reflect favorable growth and return characteristics along with lower overall risk. The portfolio is constructed to be defensively positioned, emphasizing stocks that are both attractive for investment and exhibit less price fluctuation than the market average. With over 100 holdings and significant diversification, MFS Low Volatility Equity Fund Class I is categorized as a large blend mutual fund and displays a low risk profile within its peer group. It distributes dividends quarterly and demonstrates a historical focus on consistency and risk management, appealing to investors seeking participation in equity markets with a lower risk exposure during periods of market stress.