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MFS Moderate Allocation 529A (EAMDX)

16.12 Up 0.02(0.12%) May 27

Profile as of Apr 29, 2016Get Profile for:
MFS Moderate Allocation 529A
Phone: 800-225-2606
Fund Overview 
Category:Allocation--50% to 70% Equity
Fund Family:MFS
Net Assets:6.26B
Year-to-Date Return:3.14%
Morningstar Rating:3 stars
Fund Inception Date:Jul 31, 2002
Morningstar Style Box 
Allocation--50% to 70% Equity
[View Category Definition]
View Top Allocation--50% to 70% Equity Funds
About the Morningstar Style Box
Management Information 
Joseph C. Flaherty, Jr.
Lead Manager since Jun 28, 2002
Joseph C. Flaherty, Jr., is an investment officer and chief investment risk officer at MFS Investment Management® (MFS®). He serves as the director of the MFS' Quantitative Solutions group and is a portfolio manager of the firm's asset allocation portfolios. Joe joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst in 1996. He became manager of the Quantitative Research Group and portfolio manager in 1999, director of Fixed Income Quantitative Research in 2004, and director of the Quantitative Solutions Team in 2005. He earned a Bachelor of Science degree in mechanical engineering from Tufts University in 1984 and an MBA from Bentley College in 1990.
Investment Information 
Min Initial Investment:250
Min Initial Investment, IRA:250
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
EAMDX can be purchased from 12 brokerages.

Fund Summary 
The investment seeks a high level of total return consistent with a 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 globally (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 Operations 
Last Dividend (Mar 28, 2016) : 0.02
Last Cap Gain : 0.00
Annual Holdings Turnover (May 25, 2016) : 8.00%
Average for Category:56.38%
Fees & Expenses 
ExpenseEAMDXCategory Avg
Annual Report Expense Ratio (net):0.38%0.85%
Prospectus Net Expense Ratio:1.05%N/A
Prospectus Gross Expense Ratio:1.10%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.75%5.18%
Max Deferred Sales Load: N/A2.29%
3 Yr Expense Projection*:900513
5 Yr Expense Projection*:1,142802
10 Yr Expense Projection*:1,8341,612
* Per $10,000 invested