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MFS Moderate Allocation Fund

EBMDX:US
NASDAQ GM
17.44
USD
0.03
0.17%
As of 9:29 AM EDT 9/22/2017
Fund Type
Fund of Funds
52Wk Range
15.68 - 17.44
1 Yr Return
8.71%
YTD Return
10.13%
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Previous Close
17.41
52Wk Range
15.68 - 17.44
1 Yr Return
8.31%
YTD Return
10.13%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 09/22/2017)
17.44
Total Assets (b USD) (on 09/22/2017)
5.834
Inception Date
07/31/2002
Last Dividend (on 06/28/2017)
0.0016
Dividend Indicated Gross Yield
0.01%
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
59.48 m 584.69 m 9.97
43.56 m 468.22 m 7.98
11.05 m 468.04 m 7.98
5.17 m 467.77 m 7.98
11.92 m 467.72 m 7.98
23.99 m 409.70 m 6.99
17.66 m 409.17 m 6.98
39.30 m 406.40 m 6.93
19.47 m 351.48 m 5.99
32.84 m 293.29 m 5.00
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