MFS Conservative Allocation 529A
500 Boylston St 15th Fl Boston MA 02116
Map
Phone: 800-225-2606
| Category: | Conservative Allocation | | Fund Family: | MFS | | Net Assets: | 31.50M | | Year-to-Date Return: | -0.52% | | Yield: | 2.94% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jul-02 |
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Joseph C. Flaherty Jr.
Lead Manager since
28-Jun-02 | | | 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: | $250 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks a high level of total return consistent with a conservative level of risk. The fund invests 29% of assets in U.S. stock funds, 8% in international stock funds, 60% in bond funds, 3% in specialty funds. |
| Last Dividend
(28-Dec-09):
| 0.34 | | Last Cap Gain
(26-Dec-08):
| 0.07 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 74.77% |
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| Expense | ECLAX | Category
Avg | | Total Expense Ratio: | 1.16%
| 0.86% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 4.91% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 922 | $641 | | 5 Yr Expense Projection*: |
$ 1,177 | $984 | | 10 Yr Expense Projection*: |
$ 1,903 | $1,941 |
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0.45% Nasdaq 
0.04 (0.35%) 
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