MFS Low Volatility Equity Fund B (MLVBX)
19.01
-0.25
(-1.30%)
USD |
Jun 13 2025
MLVBX Asset Allocations & Exposures
Asset Allocation
As of April 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.48% |
| Stock | 99.52% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of April 30, 2025
| Large | 60.13% |
| Mid | 25.79% |
| Small | 14.08% |
Region Exposure
| Americas | 90.33% |
|---|---|
|
North America
|
88.79% |
| United States | 88.79% |
|
Latin America
|
1.54% |
As of April 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 9.67% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
9.67% |
| Ireland | 7.53% |
| Netherlands | 0.64% |
| Switzerland | 1.50% |
|
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 |
|
28.69% |
| Materials |
|
2.18% |
| Consumer Discretionary |
|
6.55% |
| Financials |
|
14.64% |
| Real Estate |
|
5.33% |
| Sensitive |
|
39.44% |
| Communication Services |
|
4.24% |
| Energy |
|
1.28% |
| Industrials |
|
10.08% |
| Information Technology |
|
23.85% |
| Defensive |
|
31.87% |
| Consumer Staples |
|
10.02% |
| Health Care |
|
15.23% |
| Utilities |
|
6.62% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of April 30, 2025
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 | -- |