MFS Global Alternative Strategy Fund (DVRKX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
14.33
-0.01 (-0.07%)
At close: Dec 29, 2025
9.64%
Fund Assets220.66M
Expense Ratio1.09%
Min. Investment$0.00
Turnovern/a
Dividend (ttm)0.16
Dividend Yield1.12%
Dividend Growth-24.56%
Payout FrequencyAnnual
Ex-Dividend DateDec 18, 2025
Previous Close14.34
YTD Return11.13%
1-Year Return10.96%
5-Year Return31.74%
52-Week Low12.89
52-Week High14.34
Beta (5Y)n/a
Holdings1128
Inception DateDec 20, 2007

About DVRKX

The MFS Global Alternative Strategy Fund (DVRKX) seeks to diversify the fund's investments in terms of market capitalization (e.g., small, mid, large cap), style (e.g., growth, value), and location (e.g., U.S., foreign).

Category Macro Trading
Stock Exchange NASDAQ
Ticker Symbol DVRKX
Share Class R4
Index Bloomberg U.S. Treasury 1-3 Y TR

Performance

DVRKX had a total return of 10.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.41%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
DVRLXR61.01%
DVRIXI1.09%
DVRAXA1.34%
DVRJXR31.34%

Top 10 Holdings

18.73% of assets
NameSymbolWeight
MFS Institutional Money Market Portfolio, Class An/a5.75%
NVIDIA CorporationNVDA3.02%
Apple Inc.AAPL2.12%
Microsoft CorporationMSFT2.07%
Meta Platforms, Inc.META1.21%
Amazon.com, Inc.AMZN1.17%
Schneider Electric S.E.SU0.92%
Alphabet, Inc.GOOGL0.91%
Citigroup Inc.C0.79%
McKesson CorporationMCK0.77%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 18, 2025$0.16109Dec 19, 2025
Dec 19, 2024$0.21354Dec 20, 2024
Dec 21, 2023$0.12819Dec 22, 2023
Dec 13, 2022$0.07344Dec 14, 2022
Dec 14, 2021$0.07083Dec 15, 2021
Dec 15, 2020$0.07737Dec 16, 2020
Full Dividend History