MFS Low Volatility Equity Fund B (MLVBX)
19.03
+0.08
(+0.42%)
USD |
May 29 2025
MLVBX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.63% |
| Stock | 99.37% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of March 31, 2025
| Large | 60.70% |
| Mid | 25.00% |
| Small | 14.30% |
Region Exposure
| Americas | 90.44% |
|---|---|
|
North America
|
88.72% |
| United States | 88.72% |
|
Latin America
|
1.72% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 9.56% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
9.56% |
| Ireland | 7.36% |
| Netherlands | 0.65% |
| Switzerland | 1.55% |
|
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 |
|
21.15% |
| Materials |
|
2.12% |
| Consumer Discretionary |
|
6.39% |
| Financials |
|
10.44% |
| Real Estate |
|
2.19% |
| Sensitive |
|
45.28% |
| Communication Services |
|
4.61% |
| Energy |
|
0.00% |
| Industrials |
|
13.42% |
| Information Technology |
|
27.25% |
| Defensive |
|
32.88% |
| Consumer Staples |
|
9.49% |
| Health Care |
|
16.91% |
| Utilities |
|
6.48% |
| Not Classified |
|
0.68% |
| Non Classified Equity |
|
0.68% |
| Not Classified - Non Equity |
|
0.00% |
As of July 31, 2024
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 | -- |