MFS Conservative Allocation Fund Class R2
MCARX
NASDAQ
| Weiss Ratings | MCARX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MCARX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (6), Benjamin R. Nastou (1), Erich Shigley (1) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MCARX-NASDAQ | Click to Compare |
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| Fund Name | MFS Conservative Allocation Fund Class R2 | |||
| Category | Global Moderately Conservative Allocation | |||
| Sub-Category | Cautious Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Oct 31, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MCARX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.78% | |||
| Dividend | MCARX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.07% | |||
| Asset Allocation | MCARX-NASDAQ | Click to Compare |
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| Cash | -5.45% | |||
| Stock | 36.49% | |||
| U.S. Stock | 27.12% | |||
| Non-U.S. Stock | 9.37% | |||
| Bond | 66.77% | |||
| U.S. Bond | 53.12% | |||
| Non-U.S. Bond | 13.65% | |||
| Preferred | 0.15% | |||
| Convertible | 0.01% | |||
| Other Net | 2.03% | |||
| Price History | MCARX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.99% | |||
| 30-Day Total Return | 2.24% | |||
| 60-Day Total Return | 3.72% | |||
| 90-Day Total Return | 5.18% | |||
| Year to Date Total Return | 5.50% | |||
| 1-Year Total Return | 8.19% | |||
| 2-Year Total Return | 17.39% | |||
| 3-Year Total Return | 22.92% | |||
| 5-Year Total Return | 26.44% | |||
| Price | MCARX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MCARX-NASDAQ | Click to Compare |
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| Nav | $16.41 | |||
| 1-Month Low NAV | $16.15 | |||
| 1-Month High NAV | $16.41 | |||
| 52-Week Low NAV | $15.08 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.98 | |||
| 52-Week High Price (Date) | Sep 24, 2024 | |||
| Beta / Standard Deviation | MCARX-NASDAQ | Click to Compare |
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| Beta | 1.09 | |||
| Standard Deviation | 9.06 | |||
| Balance Sheet | MCARX-NASDAQ | Click to Compare |
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| Total Assets | 3.69B | |||
| Operating Ratios | MCARX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.08% | |||
| Turnover Ratio | 3.00% | |||
| Performance | MCARX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.56% | |||
| Last Bear Market Total Return | -8.97% | |||