MFS Moderate Allocation Fund Class R4
MAMJX
NASDAQ
Weiss Ratings
MAMJX
Low
MAMJX
Industry Average
High
Reward
3.64
0.00
7.04
Risk
4.46
0.00
7.42
Dividend
MAMJX
Low
MAMJX
Industry Average
High
Dividend Yield
2.68%
0.00%
> 10.00%
Dividend Yield (Forward)
2.04%
0.00%
> 10.00%
Asset Allocation
MAMJX
Low
MAMJX
Industry Average
High
Cash
-3.78%
< -10.00%
> 20.00%
Stock
54.12%
< 20.00%
> 120.00%
U.S. Stock
39.18%
< 20.00%
> 90.00%
Non-U.S. Stock
14.94%
< 0.00%
> 40.00%
Bond
46.13%
< 10.00%
> 70.00%
U.S. Bond
35.69%
< 10.00%
> 60.00%
Non-U.S. Bond
10.44%
< 0.00%
> 20.00%
Preferred
0.14%
< 0.00%
> 10.00%
Convertible
0.01%
< 0.00%
> 10.00%
Other
3.39%
< 0.00%
> 10.00%
Performance
MAMJX
Low
MAMJX
Industry Average
High
1-Month Total Return
-1.37%
< -10.00%
> 0.00%
3-Month Total Return
0.87%
< 0.00%
> 10.00%
6-Month Total Return
-0.61%
< -10.00%
> 0.00%
Year to Date Total Return
1.09%
< 0.00%
> 10.00%
1-Year Total Return
5.30%
< 0.00%
> 20.00%
2-Year Total Return
22.10%
< 10.00%
> 50.00%
3-Year Total Return
11.93%
< 0.00%
> 30.00%
5-Year Total Return
68.13%
< 40.00%
> 170.00%
Last Bull Market Total Return
10.50%
< 10.00%
> 70.00%
Last Bear Market Total Return
-10.77%
< -60.00%
> -10.00%
Price
MAMJX
Low
MAMJX
Industry Average
High
Closing Price
--
$1.71
$50.34
1-Month Low Price
--
$1.68
$49.17
1-Month High Price
--
$1.74
$51.95
52-Week Low Price
--
$1.55
$44.59
52-Week High Price
--
$1.80
$99.79
NAV
MAMJX
Low
MAMJX
Industry Average
High
NAV
$19.39
< $10.00
> $50.00
1-Month Low NAV
$19.09
< $10.00
> $50.00
1-Month High NAV
$19.70
< $10.00
> $50.00
52-Week Low NAV
$19.00
$0.32
> $40.00
52-Week High NAV
$21.00
< $10.00
> $50.00
Beta / Standard Deviation
MAMJX
Low
MAMJX
Industry Average
High
Beta
0.68
< 0.00
> 10.00
Standard Deviation
12.19
0.00
> 30.00
Balance Sheet
MAMJX
Low
MAMJX
Industry Average
High
Total Assets
6.52B
< 3.77B
> 15.06B
Operating Ratios
MAMJX
Low
MAMJX
Industry Average
High
Expense Ratio
0.65%
0.00%
> 10.00%
Turnover Ratio
4.00%
0.00%
> 160.00%
