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MFS Moderate Allocation A (MAMAX)

16.89 Down 0.02(0.12%) Sep 17
Prev Close:16.91
YTD Return*:5.06%
Net Assets*:6.35B
Yield*:1.60%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for MAMAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MFS® Research Bond R512.11N/A
MFS® Government Securities R510.10N/A
MFS® Growth R57.99N/A
MFS® Research R57.95N/A
MFS® Value R57.91N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:6.35B
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.33%

Performance & Risk

YTD Return:5.06%
5y Avg Return:11.03%
Rank in Category (ytd):85
% Rank in Category (ytd):9.69%
Beta (3y):1.02
Morningstar Risk Rating:3

Fund Summary

The investment seeks a high level of total return consistent with a moderate level of risk. 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). View More
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