MFS Moderate Allocation A (MAMAX)
15.74 
0.02(0.13%) May 20
| Prev Close: | 15.74 |
|---|
| YTD Return*: | 3.44% |
|---|
| Net Assets*: | 4.26B |
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| Yield*: | 2.01% |
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* As of 28-Feb-13
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Headlines
- No Headlines available for MAMAX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| MFS Research Bond R5 | 11.99 | N/A |
| MFS Government Securities R5 | 9.99 | N/A |
| MFS Value R5 | 7.99 | N/A |
| MFS Growth R5 | 7.99 | N/A |
| MFS Research R5 | 7.99 | N/A |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 4.26B |
| Category: | Moderate Allocation |
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| Annual Report Expense Ratio (net): | 0.30% |
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Performance & Risk
| YTD Return: | 3.44% |
| 5y Avg Return: | 5.87% |
| Rank in Category (ytd): | 52 |
| % Rank in Category (ytd): | 5.1% |
| Beta (3y): | 1.01 |
| 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).
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