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MFS Moderate Allocation C

MMACX
16.44
-0.05
-0.30%
9/23/2016
5 Years
  • Previous Close

    16.49

  • Net Assets

    1.32B

  • Yield

    0.69%

  • Front load

    None

  • Expenses

    1.09%

  • Category

    Allocation--50% to 70% Equity

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

MFS

Fund Style

Open

Fund Manager

Joseph Flaherty

Investment Style

Large Growth

The investment seeks a high level of total return consistent with a moderate level of risk relative to the other MFS Asset Allocation Funds. 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 stock fund allocations, the adviser seeks to diversify globally (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).

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 250
Initial Purchase: AIP NA

Inception

6/28/2002

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