Nasdaq - Delayed Quote USD

MFS Aggressive Growth Allocation R2 (MAWAX)

28.27 0.00 (0.00%)
At close: 6:25 PM EDT

Top 10 Holdings (81.72% of Total Assets)

SymbolCompany% Assets
MEIKX
MFS Value R6 12.00%
MFEKX
MFS Growth R6 11.44%
MFRKX
MFS Research R6 10.31%
OTCKX
MFS Mid Cap Growth R6 10.20%
MVCKX
MFS Mid Cap Value R6 10.10%
MRSKX
MFS Research International R6 7.93%
MGRDX
MFS International Growth R6 4.98%
MINJX
MFS International Intrinsic Value Fund 4.97%
MGLRX
MFS Global Real Estate R6 4.90%
MKVHX
MFS Series Trust X - MFS International Large Cap Value Fund 4.89%

Sector Weightings

SectorMAWAX
Technology   18.59%
Industrials   14.79%
Healthcare   11.34%
Real Estate   7.34%
Energy   3.99%
Utilities   2.82%

Overall Portfolio Composition (%)

Cash -1.14%
Stocks 92.34%
Bonds 3.70%
Others 5.10%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 1.49%
AAA 39.56%
AA 7.04%
A 16.12%
BBB 22.76%
BB 0.65%
B 0.00%
Below B 0.00%
Other 13.87%

Equity Holdings

Average MAWAX Category Average
Price/Earnings 0.05 22.91
Price/Book 0.37 3.09
Price/Sales 0.47 2.12
Price/Cashflow 0.07 14.37
Median Market Cap 52,279.32 55,302.77
3 Year Earnings Growth 17.58 9.38

Bond Holdings

Average MAWAX Category Average
Maturity -- --
Duration 4.26 6.07
Credit Quality -- --

Performance & Risk

YTD Return 4.09%
5y Average Return 8.44%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.29
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family MFS
Net Assets 2.82B
YTD Return 7.44%
Yield 0.68%
Morningstar Rating
Inception Date Jun 28, 2002

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).

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