MFS Conservative Allocation Fund Share Class - 529C (ECACX)
- Previous Close
16.83 - YTD Return -5.74%
- Expense Ratio 1.69%
- Category Allocation--30% to 50% Equity
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 4.25B
- Beta (5Y Monthly) --
- Yield 0.63%
- 5y Average Return --
- Holdings Turnover 12.00%
- Last Dividend 0.01
- Inception Date Jul 31, 2002
The investment seeks 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 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).
MFS
Fund Family
Allocation--30% to 50% Equity
Fund Category
4.25B
Net Assets
2002-07-31
Inception Date
Performance Overview: ECACX
Trailing returns as of 3/21/2022. Category is Allocation--30% to 50% Equity.