Singapore markets closed

MFS Moderate Allocation R4 (MAMJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.69-0.04 (-0.20%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash-0.03%
Stocks55.17%
Bonds41.63%
Others3.12%
Preferred0.09%
Convertible0.02%

Sector weightings (%)

Sector(s)
MAMJX
Basic materials
5.09%
Consumer cyclical
8.73%
Financial services
15.39%
Property
7.34%
Consumer defensive
5.52%
Healthcare
11.58%
Utilities
3.13%
Communication services
4.94%
Energy
4.39%
Industrials
15.00%
Technology
18.90%

Equity holdings

AverageMAMJXCategory average
Price/Earnings0.0523.62
Price/book0.343.26
Price/sales0.442.32
Price/Cash flow0.0715.57
Median market cap58,874.3797,816.96
3-year earnings growth18.6515.47

Bond holdings

AverageMAMJXCategory average
Maturity8.875.72
Duration3.854.49
Credit qualityN/AN/A

Bond ratings

Sector(s)MAMJX
US government20.85%
AAA49.80%
AA2.97%
A6.69%
BBB12.27%
BB8.16%
B5.32%
Below B1.83%
Others12.97%

Top 10 holdings (70.92% of total assets)

Get quotes for top holdings
NameSymbol% assets
MFS Government Securities R6MFGKX9.14%
MFS Total Return Bond R6MRBKX8.25%
MFS Value R6MEIKX8.06%
MFS Growth R6MFEKX7.34%
MFS Research R6MFRKX7.28%
MFS Mid Cap Value R6MVCKX7.09%
MFS Mid Cap Growth R6OTCKX6.91%
MFS Inflation-Adjusted Bond R6MIAKX6.84%
MFS Research International R6MRSKX5.08%
MFS Global Opportunistic Bd R6MGBOX4.92%