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MFS Moderate Allocation 529A (EAMDX)

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MFS Moderate Allocation 529A

MFS SERIES TRUST X111 HUNTINGTON AVENUE 24TH FLOORBOSTON MA 02199
800-225-2606
Management Information
Joseph C. Flaherty,Lead Manager since June 27, 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. He earned a Bachelor of Science degree in mechanical engineering from Tufts University in 1984 and an MBA from Bentley College in 1990.
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.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyMFS
Net Assets5.86B
YTD Return9.37%
Yield1.38%
Morningstar Rating★★★
Inception DateJul 30, 2002

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover2.00%
Average for CategoryN/A

Fees & Expenses

ExpenseEAMDXCategory Average
Annual Report Expense Ratio (net)0.38%0.84%
Prospectus Net Expense Ratio1.04%N/A
Prospectus Gross Expense Ratio1.09%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.13%
Max Deferred Sales LoadN/A1.92%
3 Yr Expense Projection897N/A
5 Yr Expense Projection1,137N/A
10 Yr Expense Projection1,823N/A