MFS Conservative Allocation B (MACBX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for MACBX at this time.
|Symbol||% Assets||YTD Return %|
|MFSÂ® Research Bond R5||16.92||N/A|
|MFSÂ® Government Securities R5||9.94||N/A|
|MFSÂ® Inflation-Adjusted Bond R5||9.94||N/A|
|MFSÂ® Limited Maturity R5||9.90||N/A|
|MFSÂ® Growth R5||6.08||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.07%|
Performance & Risk
|5y Avg Return:||11.06%|
|Rank in Category (ytd):||76|
|% Rank in Category (ytd):||9.96%|
|Morningstar Risk Rating:||3|
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