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MFS Conservative Allocation Fund

MACBX:US
NASDAQ GM
15.36
USD
0.06
0.39%
As of 4/20/2018
Fund Type
Fund of Funds
52Wk Range
14.77 - 15.79
1 Yr Return
6.00%
YTD Return
-0.31%
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Previous Close
15.42
52Wk Range
14.77 - 15.79
1 Yr Return
5.93%
YTD Return
-0.31%
Fund Type
Fund of Funds
Objective
Conservative Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 04/20/2018)
15.36
Total Assets (b USD) (on 04/20/2018)
2.940
Inception Date
06/28/2002
Last Dividend (on 03/27/2018)
0.01232
Dividend Indicated Gross Yield
0.08%
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
1.08%

Top Fund Holdings

Name Position Value % of Fund
41.96 m 439.69 m 14.96
49.91 m 294.48 m 10.02
28.95 m 293.57 m 9.99
30.74 m 293.27 m 9.98
1.76 m 180.06 m 6.13
4.11 m 176.93 m 6.02
4.31 m 174.50 m 5.94
43.51 m 147.50 m 5.02
16.43 m 147.42 m 5.02
6.71 m 118.66 m 4.04
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