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MFS Conservative Allocation Fund

EBCAX:US
NASDAQ GM
15.41
USD
0.03
0.20%
As of 1/19/2018
Fund Type
Fund of Funds
52Wk Range
14.16 - 15.44
1 Yr Return
10.51%
YTD Return
1.52%
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Previous Close
15.38
52Wk Range
14.16 - 15.44
1 Yr Return
10.66%
YTD Return
1.52%
Fund Type
Fund of Funds
Objective
Conservative Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 01/19/2018)
15.41
Total Assets (b USD) (on 01/22/2018)
3.013
Inception Date
06/28/2002
Last Dividend (on 12/27/2017)
0.17102
Dividend Indicated Gross Yield
1.11%
Fund Managers
JOSEPH C FLAHERTY JR
Front Load Fee
0.00%
Back Load Fee
4.00%
Redemption Fee
4.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.00%
Expense Ratio
1.13%

Top Fund Holdings

Name Position Value % of Fund
41.61 m 445.18 m 14.93
49.95 m 297.20 m 9.97
30.43 m 296.97 m 9.96
28.70 m 296.45 m 9.94
4.39 m 182.04 m 6.11
3.95 m 180.22 m 6.05
1.82 m 177.85 m 5.97
43.25 m 149.21 m 5.01
16.63 m 148.34 m 4.98
4.96 m 121.07 m 4.06
Profile
MFS Conservative Allocation Fund is an open-end fund incorporated in the USA. The Fund's objective is to seek a high level of total return consistent with a conservative 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