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MFS Growth Allocation B (MBGWX)

23.49 -0.05 (-0.21%)
As of 8:05 AM EDT. Market Open.

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).

MFS Growth Allocation B

BOSTON MA 02199
111 HUNTINGTON AVENUE 24TH FLOOR
18006372929

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family MFS
Net Assets 6.63B
YTD Return 6.10%
Yield 0.63%
Morningstar Rating
Inception Date Jun 28, 2002

Fund Operations

Last Dividend 0.16
Last Cap Gain 31.00
Holdings Turnover 2.00%
Average for Category --

Fees & Expenses

Expense MBGWX Category Average
Annual Report Expense Ratio (net) 0.96% 0.71%
Prospectus Net Expense Ratio 0.96% --
Prospectus Gross Expense Ratio 0.97% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.99%
Max Deferred Sales Load -- 1.43%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Joseph C. Flaherty, Lead Manager since June 28, 2002
Joseph C. Flaherty, Jr., is an investment officer and chief investment risk officer at MFS Investment Management® (MFS®). He serves as the director of the MFS' Quantitative Solutions group and is a portfolio manager of the firm's asset allocation portfolios. Joe joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst in 1996. He became manager of the Quantitative Research Group and portfolio manager in 1999, director of Fixed Income Quantitative Research in 2004, and director of the Quantitative Solutions Team in 2005.

Morningstar Style Box

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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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