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MFS Moderate Allocation R2 (MARRX)

16.27 Down 0.02(0.12%) Apr 23
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Prev Close:16.27
YTD Return*:1.50%
Net Assets*:5.93B
Yield*:1.42%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for MARRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MFS® Research Bond R511.94N/A
MFS® Government Securities R59.94N/A
MFS® Growth R58.05N/A
MFS® Research R58.01N/A
MFS® Value R58.00N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:5.93B
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.58%

Performance & Risk

YTD Return:1.50%
5y Avg Return:14.83%
Rank in Category (ytd):58
% Rank in Category (ytd):6.28%
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). View More
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