Nasdaq - Delayed Quote • USD
MFS Prudent Investor R2 (FPPSX)
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11.38 - YTD Return 1.57%
- Expense Ratio 0.95%
- Category Allocation--50% to 70% Equity
- Last Cap Gain -3.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 36.05M
- Beta (5Y Monthly) 0.74
- Yield 1.40%
- 5y Average Return --
- Holdings Turnover 60.00%
- Last Dividend 0.16
- Inception Date Jan 18, 2018
The fund’s investment adviser normally invests the fund’s assets across different asset classes, including an allocation to equity securities and an allocation to debt instruments and/or cash and cash equivalents. MFS allocates the fund’s assets across these asset classes based on its assessment of individual securities and the risk/return potential of the asset classes. It invests the fund’s assets in U.S. and foreign securities, including emerging market securities. MFS may invest a significant percentage of the fund’s assets in a single issuer or a small number of issuers.
MFS
Fund Family
Allocation--50% to 70% Equity
Fund Category
36.05M
Net Assets
2018-01-18
Inception Date
Performance Overview: FPPSX
Trailing returns as of 4/25/2024. Category is Allocation--50% to 70% Equity.
Holdings: FPPSX
Top 4 Holdings (10.89% of Total Assets)
Sector Weightings
SectorFPPSX
Technology 20.46%
Industrials 15.24%
Financial Services 11.83%
Real Estate 11.44%
Consumer Cyclical 10.98%
Communication Services 10.80%
Healthcare 8.20%
Consumer Defensive 4.09%
Basic Materials 3.63%
Utilities 3.31%
Energy 0.02%
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