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Mfs Low Volatility Equity Fund Cl A: (MF: MLVAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:23 PM ET

$17.67 USD

+0.08 (0.45%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.16 23
3 months 5.20 31
6 months 8.28 32
1 Year 12.17 62
3 Year 14.06 66
5 Year 10.84 44
10 Year 11.61 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 3.88
5 Year 8.10
10 Year 10.11
Since Inception 9.83

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.06 2.51 4.81 0.17
2024 9.12 0.39 7.08 -3.10
2023 2.09 4.85 -4.02 9.10
2022 -4.07 -10.15 -5.68 9.66
2021 3.12 8.94 2.18 8.99

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.169.8613.6712.09-10.8525.1310.9526.83-1.4016.559.76
% Total Return Rel to Index 0.75-8.35-11.34-14.147.35-3.54-7.45-4.662.99-5.23-2.17
% Total Return Rel to Peer 0.67-2.85-5.71-10.908.843.07-8.96-1.595.45-4.121.94
% Perf Quintile vs Peer* 2.004.000.005.002.003.004.004.001.004.003.00
% Dividends 0.000.190.180.160.150.110.130.140.170.170.17
% Yield 0.000.930.830.890.760.460.660.791.191.141.28
Capital Gains ($) 0.002.542.280.982.071.010.000.020.460.190.00
Expense Ratio 0.000.890.890.890.890.890.890.890.881.160.00

* 1 = Top 20%, 5 = Bottom 20%