MLVHX Alternatives & Similar Mutual Funds

MFS Low Volatility Equity Fund (MLVHX) belongs to the Low Volatility category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MLVHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to MLVHX

MLVHX charges 0.67% annually. There are 7 mutual funds in the Low Volatility category with lower expense ratios, going as low as 0.11%.

Symbol	Name	Expense Ratio	AUM	Inception
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	0.11%	—	May 2015	MLVHX vs FSUVX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	0.14%	2.00B	Dec 2013	MLVHX vs VMNVX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	0.17%	—	May 2015	MLVHX vs FSKLX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	0.21%	2.00B	Dec 2013	MLVHX vs VMVFX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	0.23%	—	Jan 2019	MLVHX vs FGKPX

Best Risk-Adjusted Alternatives to MLVHX

MLVHX has a PortfoliosLab risk / return rank of 34. There are 18 mutual funds in the Low Volatility category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	MLVHX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	93	—	Jan 2016	MLVHX vs SGMAX
LVAMX	LSV U.S. Managed Volatility Fund	93	—	Jun 2014	MLVHX vs LVAMX
IFTIX	Voya International High Dividend Low Volatility Po...	89	—	Jan 2006	MLVHX vs IFTIX
IGHAX	Voya Global High Dividend Low Volatility Portfolio	84	—	Jan 2008	MLVHX vs IGHAX

Top Performing MLVHX Alternatives (YTD)

MLVHX is at 6.72% YTD. There are 18 mutual funds in the Low Volatility category with higher YTD returns, going as high as 17.34%.

Symbol	Name	YTD Return	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	17.34%	—	Jun 2014	MLVHX vs LVAFX
LVAMX	LSV U.S. Managed Volatility Fund	15.50%	—	Jun 2014	MLVHX vs LVAMX
IFTIX	Voya International High Dividend Low Volatility Po...	15.40%	—	Jan 2006	MLVHX vs IFTIX
UGOFX	USAA Global Managed Volatility Fund	13.74%	—	Jul 2008	MLVHX vs UGOFX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	12.75%	—	Jan 2019	MLVHX vs FGKPX

Lowest Volatility Alternatives to MLVHX

MLVHX has 9.71% 1-year volatility. There are 11 mutual funds in the Low Volatility category with lower 1-year volatility, going as low as 6.99%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	MLVHX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.01%	2.00B	Dec 2013	MLVHX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	MLVHX vs SVTAX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.56%	—	Jan 2016	MLVHX vs SGMAX
MVGIX	MFS Low Volatility Global Equity Fund	8.30%	—	Dec 2013	MLVHX vs MVGIX

Lowest Drawdown Alternatives to MLVHX

MLVHX has a 1-year max drawdown of -8.30%. There are 13 mutual funds in the Low Volatility category with shallower 1-year drawdowns, going as shallow as -5.09%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVYAX	SEI Institutional Investments Trust U.S. Managed V...	-5.09%	—	Dec 2008	MLVHX vs SVYAX
LVAMX	LSV U.S. Managed Volatility Fund	-5.13%	—	Jun 2014	MLVHX vs LVAMX
SVOAX	SEI Institutional Managed Trust U.S. Managed Volat...	-5.39%	—	Oct 2004	MLVHX vs SVOAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	MLVHX vs LVAFX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	-5.78%	—	Dec 2007	MLVHX vs TMMAX

Other Mutual Funds from MFS

The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MIEIX	MFS International Equity Fund Class R6	Foreign Large Cap Equities	40	8.67%	—	Jan 1996	MLVHX vs MIEIX
MEIKX	MFS Value Fund	Large Cap Value Equities	70	10.58%	—	May 2006	MLVHX vs MEIKX
MDIJX	MFS International Diversification Fund	Foreign Large Cap Equities	61	11.35%	—	Sep 2004	MLVHX vs MDIJX
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	69	10.50%	—	Feb 1996	MLVHX vs MEIIX
MIGFX	MFS Massachusetts Investors Growth Stock Fund	Large Cap Growth Equities	6	-1.78%	—	Jan 1935	MLVHX vs MIGFX
MFEKX	MFS Growth R6	Large Cap Growth Equities	7	0.75%	—	Jun 2012	MLVHX vs MFEKX
MFEIX	MFS Growth I	Large Cap Growth Equities	7	0.70%	—	Jul 1997	MLVHX vs MFEIX
MINIX	MFS International Intrinsic Value Fund Class I	Large Cap Growth Equities, Foreign Large Cap Equities	51	9.12%	—	—	MLVHX vs MINIX
MEIAX	MFS Value Fund	Large Cap Value Equities	67	10.34%	—	Jan 1996	MLVHX vs MEIAX
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	39	8.24%	—	Jul 1924	MLVHX vs MITTX

Often Compared With MLVHX

Investors most often compare MLVHX with FXAIX, HTGC, FNSTX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	64	9.35%	—	Feb 1988	MLVHX vs FXAIX
HTGC	Hercules Capital, Inc.		41	-5.31%	—	—	MLVHX vs HTGC
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	24	5.53%	—	Nov 2019	MLVHX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	15	5.88%	—	Sep 2018	MLVHX vs GQEIX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	24.97%	—	Jan 2017	MLVHX vs YFSIX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	46	6.76%	—	Jan 1990	MLVHX vs PAGDX
POGSX	Pin Oak Equity	Large Cap Blend Equities	90	18.29%	—	Aug 1992	MLVHX vs POGSX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	Large Cap Blend Equities	97	2.21%	—	Mar 2021	MLVHX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	MLVHX vs ORDNX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	63	9.88%	34.70B	May 2001	MLVHX vs VITPX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	80	12.13%	—	—	MLVHX vs SGOIX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	72	10.81%	—	Mar 2025	MLVHX vs FGJEX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	Large Cap Blend Equities	63	9.35%	—	—	MLVHX vs VFFSX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	45	6.65%	—	Sep 2022	MLVHX vs FEQHX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	63	9.87%	—	—	MLVHX vs FSKAX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	13	5.53%	—	Jan 2021	MLVHX vs NWAUX
RCKSX	Rock Oak Core Growth Fund	Large Cap Blend Equities	89	20.84%	—	Dec 2004	MLVHX vs RCKSX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.70%	96.10B	Nov 2001	MLVHX vs VPMAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	Large Cap Blend Equities	63	9.36%	—	Feb 2016	MLVHX vs FLCPX
QUERX	AQR Large Cap Defensive Style Fund Class R6	Large Cap Blend Equities	33	7.85%	—	Jul 2012	MLVHX vs QUERX

Compare MLVHX with Any Fund or Stock

Compare MLVHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair MLVHX with funds that move differently

MFS Low Volatility Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MLVHX.

Explore MLVHX Diversifiers

MFS Low Volatility Equity Fund (MLVHX) Alternatives