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MFS Conservative Allocation B (MACBX)

14.56 Up 0.06(0.41%) Apr 16
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Prev Close:14.50
YTD Return*:1.27%
Net Assets*:2.78B
Yield*:1.15%

* As of 31-Mar-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
MFS® Research Bond R516.92N/A
MFS® Government Securities R59.94N/A
MFS® Inflation-Adjusted Bond R59.94N/A
MFS® Limited Maturity R59.90N/A
MFS® Growth R56.08N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.78B
Category:Conservative Allocation
Annual Report Expense Ratio (net):1.07%

Performance & Risk

YTD Return:1.27%
5y Avg Return:11.06%
Rank in Category (ytd):76
% Rank in Category (ytd):9.96%
Beta (3y):0.70
Morningstar Risk Rating:3

Fund Summary

The investment seeks a high level of total return consistent with a conservative 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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