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MFS Conservative Allocation R1 (MACKX)

On Feb 10: 11.18 USD  Up 0.04 (0.36%)  
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 MFS CONSERVATIVE ALLOCATION FUN Delayed quote dataEdit
Net Asset Value:11.18
Trade Time:Feb 10
Change:Up 0.04 (0.36%)
Prev Close:11.18
YTD Return*:20.34%
Net Assets*:15.10M
Yield*:2.49%
* As of 30-Nov-09
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 HEADLINES 
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 FUND BASICS30-Nov-09
Morningstar Overall Rating:4 stars
Total Assets:15.10M
Category:Conservative Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:20.34%
5y Avg Return:3.74%
Rank in Category (ytd):287
% Rank in Category (ytd):44.91%
Beta (3y):0.73
Morningstar Risk Rating:Average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks a high level of total return consistent with a conservative level of risk. The fund invests 29% of assets in U.S. stock funds, 8% in international stock funds, 60% in bond funds, 3% in specialty funds.
Fund Profile


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