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MFS Conservative Allocation Fund

ECACX:US
NASDAQ GM
15.32
USD
0.01
0.07%
As of 9:29 AM EDT 9/21/2017
Fund Type
Fund of Funds
52Wk Range
14.26 - 15.35
1 Yr Return
5.44%
YTD Return
7.45%
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Previous Close
15.33
52Wk Range
14.26 - 15.35
1 Yr Return
6.01%
YTD Return
7.45%
Fund Type
Fund of Funds
Objective
Conservative Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 09/21/2017)
15.32
Total Assets (b USD) (on 09/21/2017)
2.941
Inception Date
06/28/2002
Last Dividend (on 06/28/2017)
0.0011
Dividend Indicated Gross Yield
0.01%
Fund Managers
JOSEPH C FLAHERTY JR
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
1.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.00%
Expense Ratio
1.13%

Top Fund Holdings

Name Position Value % of Fund
41.01 m 440.88 m 14.94
49.07 m 293.90 m 9.96
29.90 m 293.90 m 9.96
28.42 m 293.89 m 9.96
4.16 m 176.34 m 5.98
4.49 m 176.33 m 5.98
1.95 m 176.26 m 5.97
16.46 m 146.99 m 4.98
42.36 m 146.97 m 4.98
6.51 m 117.58 m 3.98
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