MFS Low Volatility Equity Fund B (MLVBX)
19.66
+0.06
(+0.31%)
USD |
Oct 26 2026
MLVBX Asset Allocations & Exposures
Asset Allocation
As of August 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.36% |
| Stock | 99.64% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of August 31, 2026
| Large | 50.49% |
| Mid | 30.99% |
| Small | 18.52% |
Region Exposure
| Americas | 93.22% |
|---|---|
|
North America
|
91.01% |
| United States | 91.01% |
|
Latin America
|
2.21% |
As of August 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.78% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
6.78% |
| Ireland | 4.09% |
| Netherlands | 1.53% |
| Switzerland | 1.16% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.00% |
|---|
Stock Sector Exposure
| Cyclical |
|
22.58% |
| Materials |
|
0.49% |
| Consumer Discretionary |
|
5.67% |
| Financials |
|
12.85% |
| Real Estate |
|
3.57% |
| Sensitive |
|
45.68% |
| Communication Services |
|
5.09% |
| Energy |
|
5.34% |
| Industrials |
|
7.38% |
| Information Technology |
|
27.86% |
| Defensive |
|
31.74% |
| Consumer Staples |
|
10.42% |
| Health Care |
|
14.42% |
| Utilities |
|
6.90% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
As of August 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |