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MFS® Low Volatility Equity Fund

       
   
   
   

Fact Sheet

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Symbol: MLVAX   CUSIP:  55273H312   Newspaper Abbreviation: PENDING   Fund number: 1023  
Daily NAV:  $10.39  (as of 4/24/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Holdings-based Characteristics

View Performance-based Characteristics
 
Portfolio characteristic data are based on unaudited net assets.

 
 
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Portfolio - Equity Level Data
(on 3/31/14)
Characteristics
Weighted Average Price/Earnings (next 12 months) 15.90x
Weighted Average Price/Cash Flow 10.77x
Weighted Average Price/Sales 1.43x
Weighted Average Price/Book 2.80x
Weighted Average IBES Long Term EPS Growth 9.31%
Weighted Average Market Cap $92.8b
Weighted Median Market Cap $38.3b
# of Stock Holdings 95
% in Stocks 99.13%
% in Cash & Other 1 0.87%
% in Top Ten 29.57%

Sector Weights
(on 3/31/14)
% Assets 
Health Care 16.74%
Financial Services 14.89%
Consumer Staples 14.10%
Utilities & Communications 13.32%
Technology 11.56%
Retailing 9.39%
Industrial Goods & Services 5.64%
Energy 5.16%
Leisure 3.76%
Special Products & Services 2.09%
Basic Materials 2.00%
Cash & Other1 0.87%
Transportation 0.50%

Region
(on 3/31/14)
Country % Assets 
North America   99.13%
  United States 99.13%
Cash & Other1   0.87%
  Cash & Other 0.87%

Weighted Average IBES Long Term EPS Growth sourced from: Thomson Reuters.

 

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.

 

1 Cash and other assets are less liabilities.

 
This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.