C
MFS Moderate Allocation Fund Class R4 MAMJX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
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Rating
Reward
Risk
Fund Information
Fund Type
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
0
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Qualified Investment, Phone Exchange, Wire Redemption
Top Holdings
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Performance
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Price
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NAV
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Standard Deviation
Company Information
Provider
MFS
Manager/Tenure
(Years)
Joseph C. Flaherty (22), Natalie I. Shapiro (6), Benjamin R. Nastou (1), 1 other
Address
MFS
Boston MA - 02199-7632
Country
United States
Phone Number
877-960-6077
Investment Strategy
The investment seeks a high level of total return consistent with a moderate level of risk relative to the other MFS Asset Allocation Funds. 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).
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