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MFS Moderate Allocation Fund

EBMDX:US
NASDAQ GM
17.47
USD
0.00
0.00%
As of 5/18/2018
Fund Type
Fund of Funds
52Wk Range
16.52 - 18.02
1 Yr Return
7.61%
YTD Return
0.58%
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Previous Close
17.47
52Wk Range
16.52 - 18.02
1 Yr Return
8.26%
YTD Return
0.58%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 05/18/2018)
17.47
Total Assets (b USD) (on 05/18/2018)
5.703
Inception Date
07/31/2002
Last Dividend (on 12/27/2017)
0.01564
Dividend Indicated Gross Yield
1.32%
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
59.43 m 569.33 m 9.94
4.58 m 460.40 m 8.03
10.86 m 459.28 m 8.02
11.69 m 458.28 m 8.00
43.46 m 455.90 m 7.96
22.49 m 402.63 m 7.03
17.18 m 401.33 m 7.00
39.04 m 398.60 m 6.96
18.03 m 343.52 m 6.00
85.31 m 285.79 m 4.99
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