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    MFS Conservative Allocation B (MACBX)

    14.88 Down 0.03(0.20%) Mar 31
    Prev Close:14.91
    YTD Return*:1.98%
    Net Assets*:3.02B

    * As of 28-Feb-15

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


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    Top Holdings

    Symbol% AssetsYTD Return %
    MFS® Research Bond R515.10N/A
    MFS® Inflation-Adjusted Bond R510.17N/A
    MFS® Government Securities R510.05N/A
    MFS® Limited Maturity R59.98N/A
    MFS® Growth R55.94N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.02B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):1.07%

    Performance & Risk

    YTD Return:1.98%
    5y Avg Return:6.87%
    Rank in Category (ytd):51
    % Rank in Category (ytd):6.12%
    Beta (3y):0.70
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to seek a high level of total return consistent with a conservative 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). View More
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