Nasdaq - Delayed Quote USD

MFS Growth Allocation Fund Class 529B (EBGWX)

23.83 -0.10 (-0.42%)
At close: December 22 at 6:45 PM EST

Investment Information

Min Initial Investment
250
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Northwestern Mutual Inv Srvc, LLC
  • Mutual Of Omaha Investor Services Inc
  • Edward Jones
  • LPL SAM Eligible
  • Raymond James
  • Robert W. Baird & Co.
  • Trade PMR NTF
  • U.S. Bancorp Investments, Inc.
  • PAS
  • LPL SWM

Fund Summary

The investment seeks a high level of total return consistent with a greater than moderate level of risk relative to the other MFS Asset Allocation Funds. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser, referred to as underlying funds. Within the stock fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family MFS
Net Assets 6.65B
YTD Return -6.80%
Yield 0.14%
Morningstar Rating
Inception Date Jul 31, 2002

Performance & Risk

YTD Return 7.80%
5y Average Return 5.90%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

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