MFS Moderate Allocation Fund Class R2
MARRX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
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Inception Date
Open/Closed to New Investors
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Cash
Stock
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Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
MFS
Manager/Tenure
(Years)
(Years)
Joseph C. Flaherty (22), Natalie I. Shapiro (6), Benjamin R. Nastou (1), 1 other
Website
Address
MFS
Boston MA - 02199-7632
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).