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 (8), Ben Nastou (3), Erich Shigley (3) | |||
| 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 | 2.95% | |||
| Dividend | MCARX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.78% | |||
| Asset Allocation | MCARX-NASDAQ | Click to Compare |
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| Cash | -7.16% | |||
| Stock | 36.88% | |||
| U.S. Stock | 27.48% | |||
| Non-U.S. Stock | 9.40% | |||
| Bond | 69.34% | |||
| U.S. Bond | 56.01% | |||
| Non-U.S. Bond | 13.33% | |||
| Preferred | 0.23% | |||
| Convertible | 0.00% | |||
| Other Net | 0.71% | |||
| Price History | MCARX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.48% | |||
| 30-Day Total Return | -1.91% | |||
| 60-Day Total Return | -0.36% | |||
| 90-Day Total Return | -0.62% | |||
| Year to Date Total Return | 2.78% | |||
| 1-Year Total Return | 3.71% | |||
| 2-Year Total Return | 10.00% | |||
| 3-Year Total Return | 26.17% | |||
| 5-Year Total Return | 14.82% | |||
| 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 | $16.42 | |||
| 1-Month Low NAV | $16.38 | |||
| 1-Month High NAV | $16.76 | |||
| 52-Week Low NAV | $15.73 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $16.93 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MCARX-NASDAQ | Click to Compare |
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| Beta | 0.99 | |||
| Standard Deviation | 6.63 | |||
| Balance Sheet | MCARX-NASDAQ | Click to Compare |
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| Total Assets | 3.51B | |||
| Operating Ratios | MCARX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.08% | |||
| Turnover Ratio | 4.00% | |||
| Performance | MCARX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.82% | |||
| Last Bear Market Total Return | -8.97% | |||