MBGWX - MFS Growth Allocation Fund Class B

Nasdaq - Nasdaq Delayed Price. Currency in USD

Overall Portfolio Composition (%)

Cash-1.09%
Stocks74.76%
Bonds21.95%
Others4.35%
Preferred0.03%
Convertable0.00%

Sector Weightings (%)

Sector(s)
MBGWX
Basic Materials
4.16%
Consumer Cyclical
7.64%
Financial Services
11.38%
Real Estate
5.53%
Consumer Defensive
4.70%
Healthcare
9.23%
Utilities
2.29%
Communication Services
3.26%
Energy
2.92%
Industrials
10.47%
Technology
13.17%

Equity Holdings

AverageMBGWXCategory Average
Price/Earnings0.0523.97
Price/Book0.363.32
Price/Sales0.492.32
Price/Cashflow0.0715.25
Median Market Cap45,946.9671,331.74
3 Year Earnings Growth13.7614.71

Bond Holdings

AverageMBGWXCategory Average
Maturity90.985.41
Duration3.714.69
Credit QualityN/AN/A

Bond Ratings

Sector(s)MBGWX
US Government10.72%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 Holdings (71.65% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
MFS Growth R6MFEKX10.23%
MFS Research R6MFRKX10.14%
MFS Value R6MEIKX9.88%
MFS Mid Cap Growth R6OTCKX8.95%
MFS Mid Cap Value R6MVCKX8.75%
MFS Research International R6MRSKX7.23%
MFS Inflation-Adjusted Bond R6MIAKX4.93%
MFS High Income R6MHIKX4.01%
MFS Global Real Estate R6MGLRX3.85%
MFS Commodity Strategy R6MCSRX3.67%