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MFS Moderate Allocation 529A (EAMDX)

18.52
+0.05
+(0.27%)
At close: December 22 at 8:00:13 PM EST
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  • Previous Close 18.47
  • YTD Return -13.38%
  • Expense Ratio 0.58%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 37.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 6B
  • Beta (5Y Monthly) 0.99
  • Yield 3.08%
  • 5y Average Return --
  • Holdings Turnover 2.00%
  • Last Dividend 0.02
  • Inception Date Sep 30, 2021

The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser referred to as underlying funds. Within the equity fund allocations, the adviser seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).

MFS

Fund Family

Allocation--50% to 70% Equity

Fund Category

6B

Net Assets

2021-09-30

Inception Date

More about MFS Moderate Allocation 529A

Performance Overview: EAMDX

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Trailing returns as of 5/20/2022. Category is Allocation--50% to 70% Equity.

YTD Return

EAMDX
13.38%
Category
9.69%
 

1-Year Return

EAMDX
7.97%
Category
27.06%
 

3-Year Return

EAMDX
6.41%
Category
11.00%
 

5-Year Return

EAMDX
6.53%
Category
10.26%
 

Holdings: EAMDX

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Sector Weightings

SectorEAMDX
Technology   18.44%
Financial Services   14.67%
Industrials   14.31%
Healthcare   11.93%
Consumer Cyclical   9.45%
Real Estate   7.40%
Consumer Defensive   5.80%
Communication Services   5.27%
Basic Materials   5.25%
Energy   4.44%
Utilities   3.03%
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Recent News: EAMDX

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Research Reports: EAMDX

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