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Mfs Low Volatility Equity Fund Cl R4: (MF: MLVRX)

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

$17.71 USD

+0.07 (0.40%)

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 6.15 23
3 months 5.22 31
6 months 8.41 32
1 Year 12.40 60
3 Year 14.31 65
5 Year 11.11 41
10 Year 11.91 65

* 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 10.15
5 Year 9.60
10 Year 11.03
Since Inception 10.64

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.09 2.62 4.81 0.30
2024 9.16 0.50 7.13 -3.07
2023 2.14 4.91 -3.95 9.18
2022 -4.00 -10.07 -5.60 9.70
2021 3.24 8.99 2.23 9.06

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.1510.1513.9212.37-10.6025.4711.5827.12-1.1616.7710.02
% Total Return Rel to Index 0.75-8.06-11.09-13.877.59-3.20-6.81-4.363.23-5.02-1.91
% Total Return Rel to Peer 0.67-2.55-5.46-10.629.093.41-8.33-1.295.70-3.902.20
% Perf Quintile vs Peer* 2.004.000.005.002.003.004.004.001.004.003.00
% Dividends 0.000.240.230.210.210.160.230.170.210.200.17
% Yield 0.001.141.061.101.010.671.180.971.431.351.30
Capital Gains ($) 0.002.542.280.982.061.010.000.020.450.180.02
Expense Ratio 0.000.640.650.640.640.640.640.640.640.920.00

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