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MFS Conservative Allocation Fund (MCARX)
15.45
-0.04
(-0.26%)
As of 8:06:31 AM EDT. Market Open.
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15.49 - YTD Return 1.14%
- Expense Ratio 1.08%
- Category Allocation--30% to 50% Equity
- Last Cap Gain 16.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 3.67B
- Beta (5Y Monthly) 0.78
- Yield 2.89%
- 5y Average Return --
- Holdings Turnover 3.00%
- Last Dividend 0.06
- Inception Date Apr 1, 2005
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).
MFS
Fund Family
Allocation--30% to 50% Equity
Fund Category
3.67B
Net Assets
2005-04-01
Inception Date
Performance Overview: MCARX
View MoreTrailing returns as of 4/16/2025. Category is Allocation--30% to 50% Equity.
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Holdings: MCARX
View MoreSector Weightings
SectorMCARX
Financial Services 18.68%
Technology 18.20%
Industrials 14.01%
Healthcare 10.49%
Consumer Cyclical 8.65%
Real Estate 7.43%
Communication Services 5.93%
Consumer Defensive 5.02%
Basic Materials 3.99%
Energy 3.92%
Utilities 3.69%
Recent News: MCARX
View MoreResearch Reports: MCARX
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