C
MFS Conservative Allocation Fund Class R2 MCARX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings MCARX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C-
Risk Index Fair
Risk Grade C
Company Info MCARX-NASDAQ Click to
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Provider MFS
Manager/Tenure (Years) Natalie I. Shapiro (6), Ben Nastou (1), Erich Shigley (1)
Website http://www.mfs.com
Fund Information MCARX-NASDAQ Click to
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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
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Dividend Yield 2.78%
Dividend MCARX-NASDAQ Click to
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Dividend Yield (Forward) 1.95%
Asset Allocation MCARX-NASDAQ Click to
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Cash -6.04%
Stock 36.37%
U.S. Stock 26.98%
Non-U.S. Stock 9.39%
Bond 67.47%
U.S. Bond 54.32%
Non-U.S. Bond 13.15%
Preferred 0.17%
Convertible 0.00%
Other Net 2.02%
Price History MCARX-NASDAQ Click to
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7-Day Total Return 0.42%
30-Day Total Return 0.78%
60-Day Total Return 1.89%
90-Day Total Return 3.80%
Year to Date Total Return 6.98%
1-Year Total Return 6.24%
2-Year Total Return 20.28%
3-Year Total Return 21.93%
5-Year Total Return 22.62%
Price MCARX-NASDAQ Click to
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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
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Nav $16.64
1-Month Low NAV $16.40
1-Month High NAV $16.69
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
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Beta 1.06
Standard Deviation 8.72
Balance Sheet MCARX-NASDAQ Click to
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Total Assets 3.67B
Operating Ratios MCARX-NASDAQ Click to
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Expense Ratio 1.08%
Turnover Ratio 5.00%
Performance MCARX-NASDAQ Click to
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Last Bull Market Total Return 8.56%
Last Bear Market Total Return -8.97%