Nasdaq - Delayed Quote • USD
MFS Moderate Allocation R2 (MARRX)
At close: 8:00 PM EDT
Fund Summary
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 equity fund allocations, the adviser seeks to diversify by geography (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).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.89% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 1.74% |
| 5y Average Return | 5.76% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MARRX | Category Average | MARRX | Category Average | MARRX | Category Average | |
| Alpha | 0.31 | -0.01 | 0.37 | -0.01 | 0.1 | -0 |
| BETA | 0.99 | 0.01 | 0.98 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.31 | 0.01 | 0.61 | 0.01 | 0.52 | 0.01 |
| R-squared | 98.36 | 0.93 | 97.98 | 0.92 | 97.69 | 0.92 |
| Standard Deviation | 12.38 | 0.13 | 12.29 | 0.1 | 9.92 | 0.09 |
| Sharpe Ratio | 0.06 | 0.01 | 0.42 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | -0.01 | 0.09 | 4.65 | 0.09 | 4.53 | 0.07 |
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