Nasdaq - Delayed Quote USD

MFS Conservative Allocation Fund Share Class - 529C (ECACX)

16.75 -0.08 (-0.48%)
At close: December 22 at 6:45 PM EST

Fund Summary

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 Conservative Allocation Fund Share Class - 529C

MFS SERIES TRUST X
111 HUNTINGTON AVENUE 24TH FLOOR
800-225-2606

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family MFS
Net Assets 4.25B
YTD Return -5.74%
Yield 0.63%
Morningstar Rating
Inception Date Jul 31, 2002

Fund Operations

Last Dividend 0.01
Last Cap Gain 0.00
Holdings Turnover 12.00%
Average for Category --

Fees & Expenses

Expense ECACX Category Average
Annual Report Expense Ratio (net) 1.69% 0.72%
Prospectus Net Expense Ratio 1.69% --
Prospectus Gross Expense Ratio 1.69% --
Max 12b1 Fee 1.00% --
Max Front End Sales Load -- 4.82%
Max Deferred Sales Load 1.00% 1.38%
3 Yr Expense Projection 533 --
5 Yr Expense Projection 918 --
10 Yr Expense Projection 1,998 --

Management Information

Natalie I. Shapiro, Lead Manager since September 01, 2018
Natalie I. Shapiro, Ph.D. is an Investment Officer, Portfolio Manager and Quantitative Fixed Income Research Analyst at MFS Investment Management® (MFS®). Prior to joining MFS in 1997, Natalie served as a research associate for the Federal Reserve Bank of Boston. Natalie has earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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