Development
MFS Low Volatility Global Equity Fund Class B
MVGBX
NASDAQ
| Weiss Ratings | MVGBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | MVGBX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | James C. Fallon (11), Jonathan W. Sage (11), Matthew W. Krummell (9), 1 other | |||
| Website | http://www.mfs.com | |||
| Fund Information | MVGBX-NASDAQ | Click to Compare |
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| Fund Name | MFS Low Volatility Global Equity Fund Class B | |||
| Category | Global Large-Stock Blend | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Dec 05, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.04 | |||
| Dividends and Shares | MVGBX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.62% | |||
| Dividend | MVGBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.66% | |||
| Asset Allocation | MVGBX-NASDAQ | Click to Compare |
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| Cash | 0.37% | |||
| Stock | 99.64% | |||
| U.S. Stock | 55.38% | |||
| Non-U.S. Stock | 44.26% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MVGBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.00% | |||
| 30-Day Total Return | 0.00% | |||
| 60-Day Total Return | 2.10% | |||
| 90-Day Total Return | 3.66% | |||
| Year to Date Total Return | 3.66% | |||
| 1-Year Total Return | 10.41% | |||
| 2-Year Total Return | 25.44% | |||
| 3-Year Total Return | 21.16% | |||
| 5-Year Total Return | 76.61% | |||
| Price | MVGBX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MVGBX-NASDAQ | Click to Compare |
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| Nav | $16.99 | |||
| 1-Month Low NAV | $16.69 | |||
| 1-Month High NAV | $17.11 | |||
| 52-Week Low NAV | $15.83 | |||
| 52-Week Low NAV (Date) | Apr 16, 2024 | |||
| 52-Week High NAV | $18.28 | |||
| 52-Week High Price (Date) | Nov 29, 2024 | |||
| Beta / Standard Deviation | MVGBX-NASDAQ | Click to Compare |
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| Beta | 0.69 | |||
| Standard Deviation | 12.32 | |||
| Balance Sheet | MVGBX-NASDAQ | Click to Compare |
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| Total Assets | 264.09M | |||
| Operating Ratios | MVGBX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.76% | |||
| Turnover Ratio | 32.00% | |||
| Performance | MVGBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.48% | |||
| Last Bear Market Total Return | -9.35% | |||