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 (8), Ben Nastou (3), Erich Shigley (3) | |||
| 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 | 3.12% | |||
| Dividend | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.75% | |||
| Asset Allocation | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -5.92% | |||
| Stock | 36.79% | |||
| U.S. Stock | 27.47% | |||
| Non-U.S. Stock | 9.32% | |||
| Bond | 68.22% | |||
| U.S. Bond | 54.94% | |||
| Non-U.S. Bond | 13.28% | |||
| Preferred | 0.23% | |||
| Convertible | 0.00% | |||
| Other Net | 0.67% | |||
| Price History | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.49% | |||
| 30-Day Total Return | -1.90% | |||
| 60-Day Total Return | -1.84% | |||
| 90-Day Total Return | -1.60% | |||
| Year to Date Total Return | 1.99% | |||
| 1-Year Total Return | 2.66% | |||
| 2-Year Total Return | 9.66% | |||
| 3-Year Total Return | 29.80% | |||
| 5-Year Total Return | 15.12% | |||
| 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 | $16.18 | |||
| 1-Month Low NAV | $16.14 | |||
| 1-Month High NAV | $16.69 | |||
| 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 |
Click to Compare |
Click to Compare |
| Beta | 0.97 | |||
| Standard Deviation | 6.50 | |||
| Balance Sheet | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.31B | |||
| Operating Ratios | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.08% | |||
| Turnover Ratio | 4.00% | |||
| Performance | MCARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 10.82% | |||
| Last Bear Market Total Return | -8.97% | |||