Nasdaq - Delayed Quote USD
MFS Conservative Allocation Fund (MACJX)
16.45
0.00
(0.00%)
At close: 8:01:58 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Mid Atlantic Capital Group
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
Fund Summary
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 stock 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).
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | MFS |
| Net Assets | 3.67B |
| YTD Return | 1.27% |
| Yield | 3.28% |
| Morningstar Rating | |
| Inception Date | Sep 30, 2021 |
Performance & Risk
| YTD Return | 1.45% |
| 5y Average Return | 5.80% |
| Rank in Category (ytd) | 32 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.78 |
| Morningstar Risk Rating |
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