MFS Conservative Allocation Fund Class R2
MCARX
NASDAQ
| Weiss Ratings | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (7), Ben Nastou (2), Erich Shigley (2) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.66% | |||
| Dividend | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.89% | |||
| Asset Allocation | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -5.67% | |||
| Stock | 36.56% | |||
| U.S. Stock | 27.18% | |||
| Non-U.S. Stock | 9.38% | |||
| Bond | 66.67% | |||
| U.S. Bond | 53.58% | |||
| Non-U.S. Bond | 13.09% | |||
| Preferred | 0.21% | |||
| Convertible | 0.00% | |||
| Other Net | 2.24% | |||
| Price History | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.36% | |||
| 30-Day Total Return | 1.08% | |||
| 60-Day Total Return | 2.75% | |||
| 90-Day Total Return | 2.50% | |||
| Year to Date Total Return | 8.34% | |||
| 1-Year Total Return | 6.30% | |||
| 2-Year Total Return | 25.01% | |||
| 3-Year Total Return | 33.34% | |||
| 5-Year Total Return | 25.24% | |||
| Price | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $16.75 | |||
| 1-Month Low NAV | $16.61 | |||
| 1-Month High NAV | $16.87 | |||
| 52-Week Low NAV | $15.08 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.96 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.98 | |||
| Standard Deviation | 7.49 | |||
| Balance Sheet | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.71B | |||
| Operating Ratios | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.08% | |||
| Turnover Ratio | 5.00% | |||
| Performance | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 8.56% | |||
| Last Bear Market Total Return | -8.97% | |||