MFS Diversified Target Return B
500 Boylston St 15th FL Boston MA 02116
Map
Phone: 800-225-2606
| Category: | Long-Short | | Fund Family: | MFS | | Net Assets: | 6.83M | | Year-to-Date Return: | -1.23% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 20-Dec-07 |
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Joseph C. Flaherty Jr.
Lead Manager since
07-Nov-07 | | | Flaherty is senior vice president of MFS and manager of the quantitative research group. He joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst and assistant vice president in 1996. He became manager of the quantitative research group in 1998 and portfolio manager in 1999. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks total return that exceeds the rate of inflation over the long term. MFS primarily invests the fund?s assets in equity securities. It may invest the fund?s assets in companies of any size. MFS may invest the fund?s assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. |
| Last Dividend
(31-Dec-07):
| 0.01 | | Last Cap Gain
(11-Dec-08):
| 1.91 | | Annual Holdings Turnover
| 138.00% | | Average for Category:
| 349.35% |
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| Expense | DVRBX | Category
Avg | | Total Expense Ratio: | 2.15%
| 2.07% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | 4.00%
| 1.83% | | 3 Yr Expense Projection*: |
$ 1,107 | $1,057 | | 5 Yr Expense Projection*: |
$ 1,622 | $1,772 | | 10 Yr Expense Projection*: |
$ 2,901 | $3,501 |
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1.52% Nasdaq 0.00%
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