ML

MFS Low Volatility Equity Fund | MLVAX

Mutual Fund
MFS SERIES TRUST I
Last update 2025-04-24 105 Stocks (3 new)
Value $391.00 Mil Turnover 4 %
Countries:
Top Holdings: MCK(3.12%)JNJ(2.99%)MSI(2.67%)TEL(2.57%)TDY(2.48%)
Summary Stock Picks Current Portfolio
MFS Low Volatility Equity Fund... Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MCK 		McKesson Corp
19,019
12,177.1
-4.96%
3.120
-0.15%
0.020
+11.54%
+25.31%
89,169.4
Medical Distribution
JNJ 		Johnson & Johnson
70,762
11,677.1
+4.72%
2.990
+0.13%
0.000
-6.48%
+7.56%
368,153.3
Drug Manufacturers
MSI 		Motorola Solutions Inc
23,725
10,444.2
-4.97%
2.670
-0.15%
0.010
-4.56%
-9.11%
69,942.7
Hardware
TEL 		TE Connectivity PLC
65,311
10,059.9
-4.97%
2.570
-0.12%
0.020
+5.44%
+14.07%
47,951.6
Hardware
TDY 		Teledyne Technologies Inc
18,789
9,676.7
-4.96%
2.480
-0.11%
0.040
-3.53%
+7.05%
23,282.5
Hardware
APH 		Amphenol Corp
142,840
9,513.1
-11.59%
2.430
-0.32%
0.010
+33.58%
+28.10%
107,333.8
Hardware
GIS 		General Mills Inc
152,010
9,214.9
+4.07%
2.360
+0.09%
0.030
-10.32%
-13.90%
29,463.6
Consumer Packaged Goods
V 		Visa Inc
25,039
9,081.9
-14.95%
2.320
-0.33%
0.000
+0.11%
+15.09%
694,470.1
Credit Services
CTSH 		Cognizant Technology Solutions Corp
106,374
8,864.1
-12.29%
2.270
-0.28%
0.020
-2.83%
+5.65%
39,760.7
Software
ACN 		Accenture PLC
25,001
8,712.9
-12.02%
2.230
-0.29%
0.000
-8.46%
-8.93%
198,722.5
Software

MFS Low Volatility Equity Fund's Historical Top Holdings Breakdowns

MFS Low Volatility Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EIX 		Edison International2025-02-28Sold Out
-0.87%
●
50.06 ($66.36) 87.75
$55.56
-16.27%
Sold Out
0
-41,920
AON 		Aon PLC2025-02-28Sold Out
-0.61%
●
348.44 ($372.51) 409.12
$365.90
-1.77%
Sold Out
0
-6,534
ABT 		Abbott Laboratories2025-02-28Add
+0.58%
●
111.1 ($121.37) 138.01
$132.66
9.30%
Add 97.5%
33,409
16,493
VTR 		Ventas Inc2025-02-28New Buy
+0.52%
●
56.9 ($61.13) 69.18
$64.15
4.94%
New holding
29,484
29,484
WMT 		Walmart Inc2025-02-28Reduce
-0.48%
●
90 ($95.57) 105.05
$97.58
2.10%
Reduce -22.29%
76,178
-21,848
NSP 		Insperity Inc2025-02-28Sold Out
-0.46%
●
69.6 ($79.99) 87.97
$65.05
-18.68%
Sold Out
0
-24,882
BSX 		Boston Scientific Corp2025-02-28New Buy
+0.44%
●
88.03 ($97.07) 106.18
$104.40
7.55%
New holding
16,573
16,573
BAC 		Bank of America Corp2025-02-28New Buy
+0.44%
●
43.38 ($45.79) 47.74
$44.04
-3.82%
New holding
37,537
37,537
BPOP 		Popular Inc2025-02-28Sold Out
-0.40%
●
90.02 ($98.79) 106.33
$103.14
4.41%
Sold Out
0
-16,907
NXPI 		NXP Semiconductors NV2025-02-28Add
+0.38%
●
202.4 ($217.06) 245.86
$194.95
-10.19%
Add 113.34%
13,080
6,949

MFS Low Volatility Equity Fund Total Holding History ($B)

To

MFS Low Volatility Equity Fund's Asset Allocation

To

MFS Low Volatility Equity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MFS Low Volatility Equity Fund's Hypothetical Growth since 2025-02-28

MFS Low Volatility Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

MFS Low Volatility Equity Fund's Holdings Heat Map

Size field:

MFS Low Volatility Equity Fund's Holdings Bubble Chart

MFS Low Volatility Equity Fund News

  • 1

Discussions on MFS Low Volatility Equity Fund

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.