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    MFS Growth Allocation 529B (EBGWX)

    18.59 Down 0.02(0.11%) Aug 4

    Profile as of Jun 29, 2015Get Profile for:
    MFS Growth Allocation 529B
    Phone: 800-225-2606
    Fund Overview 
    Category:Aggressive Allocation
    Fund Family:MFS
    Net Assets:5.35B
    Year-to-Date Return:2.44%
    Morningstar Rating:3 stars
    Fund Inception Date:Jul 31, 2002
    Morningstar Style Box 
    Aggressive Allocation
    [View Category Definition]
    View Top Aggressive Allocation 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
    EBGWX can be purchased from 8 brokerages.

    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 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 (Dec 28, 2014) : 0.13
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 30, 2015) : 6.00%
    Average for Category:37.84%
    Fees & Expenses 
    ExpenseEBGWXCategory Avg
    Annual Report Expense Ratio (net):1.13%0.84%
    Prospectus Net Expense Ratio:1.87%N/A
    Prospectus Gross Expense Ratio:1.92%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A5.35%
    Max Deferred Sales Load: 4.00%2.34%
    3 Yr Expense Projection*:898619
    5 Yr Expense Projection*:1,232955
    10 Yr Expense Projection*:2,0441,906
    * Per $10,000 invested