Error: Could not add to watchlist. X
+ Watchlist

MFS Moderate Allocation Fund

EAMDX:US
NASDAQ GM
17.98
USD
0.01
0.06%
As of 11/17/2017
Fund Type
Fund of Funds
52Wk Range
16.01 - 18.03
1 Yr Return
13.91%
YTD Return
12.53%
Before it's here, it's on the Bloomberg Terminal.
Learn More
Previous Close
17.97
52Wk Range
16.01 - 18.03
1 Yr Return
13.56%
YTD Return
12.53%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 11/17/2017)
17.98
Total Assets (b USD) (on 11/17/2017)
5.826
Inception Date
07/31/2002
Last Dividend (on 09/27/2017)
0.04427
Dividend Indicated Gross Yield
0.25%
Fund Managers
JOSEPH C FLAHERTY JR
Front Load Fee
5.75%
Back Load Fee
0.00%
Redemption Fee
1.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.00%
Expense Ratio
0.38%

Top Fund Holdings

Name Position Value % of Fund
58.87 m 578.15 m 9.91
10.81 m 468.20 m 8.03
11.71 m 467.96 m 8.02
5.08 m 467.07 m 8.01
43.15 m 463.41 m 7.95
17.42 m 411.01 m 7.05
23.43 m 410.50 m 7.04
39.06 m 404.24 m 6.93
18.99 m 350.56 m 6.01
84.07 m 292.56 m 5.02
Profile
MFS Moderate Allocation Fund is an open-end fund incorporated in the USA. The Fund's investment objective is a high level of total return consistent with a moderate level of risk relative to the other MFS Asset Allocation Funds. The Fund invests in a broadly diversified, professionally managed portfolio of underlying MFS funds.
Address
MFS Funds
500 Boylston Street
Boston, MA 02116
Phone
1-617-954-5000