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MFS Balanced Fund

MCBPLBAL:CN
11.03
CAD
0.08
0.70%
As of 2/23/2018
Fund Type
Open-End Fund
52Wk Range
10.42 - 11.18
1 Yr Return
7.14%
YTD Return
-0.17%
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Previous Close
10.95
52Wk Range
10.42 - 11.18
1 Yr Return
6.80%
YTD Return
-0.17%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 02/23/2018)
11.0288
Total Assets (b CAD) (on 12/29/2017)
1.103
Inception Date
12/31/1998
Last Dividend (on 12/29/2017)
0.05718923
Dividend Indicated Gross Yield
2.07%
Fund Managers
-
Front Load Fee
-
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
0.00%
Expense Ratio
0.75%

Top Fund Holdings

Name Position Value % of Fund
7.48 m 407.99 m 34.53
21.16 m 384.44 m 32.54
32.11 m 344.77 m 29.18
4.60 m 46.04 m 3.90
Profile
MFS Balanced Fund is an open-end fund incorporated in Canada. The Fund seeks to provide investors with a superior real rate of return through both capital appreciation and income. The Fund invests in a diversified portfolio of Canadian and global (U.S. and international) equities, fixed income and cash investments.
Address
77 King Street West
35th Floor
Toronto ON M5K 1B7
Canada
Phone
1-416-862-9800