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Mfs Conservative Allocation Fund Class 529a (ECLAX)

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MFS Conservative Allocation 529A historical data, for real-time data please try another search

16.06 +0.04 +0.25%

20/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 195.1M

Type: Fund

Market: United States

Issuer: MFS

Asset Class: Equity

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ECLAX Overview

Find basic information about the Mfs Conservative Allocation Fund Class 529a mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add ECLAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change0%

Prev. Close16.02

Risk Rating

TTM Yield2.78%

ROE23.87%

IssuerMFS

Turnover2%

ROA8.66%

Inception Date37468

Total Assets195.1M

Expenses0.37%

Min. Investment250

Market Cap53.8B

CategoryAllocation - - 30% to 50% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	903	936	945	1162	1307	1677
Fund Return	-9.66%	-6.42%	-5.47%	5.12%	5.49%	5.3%
Place in category	287	232	199	109	67	87
% in Category	56	44	40	23	15	31

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	23.88B	1.12	8.10	8.80
MFS Instl International Equity	18.97B	10.05	10.36	7.09
MFS Value R6	18.89B	1.15	8.21	8.92
MFS Growth R6	16.92B	-7.65	13.92	13.98
MFS Intl Diversification I	15.18B	8.89	8.73	6.52

Top Funds for Allocation--30% to 50% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Wellesley Income Admiral	40.5B	2.11	4.52	5.30
Vanguard Tax-Managed Balanced Adm	10.14B	-2.54	7.22	7.05
Vanguard Wellesley Income Inv	8.4B	2.09	4.45	5.23
American Funds Income Portfolio A	5.79B	2.35	6.22	5.69
Hartford Balanced Income A	4.41B	1.67	4.74	5.51

Top Holdings

Name	ISIN	Weight %	Last	Change %
MFS Total Return Bond R6	-	14.94	-	-
MFS Limited Maturity R6	-	10.20	-	-
MFS Inflation-Adjusted Bond R6	-	10.12	-	-
MFS Government Securities R6	-	10.02	-	-
MFS Global Opportunistic Bd R6	-	7.04	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Sell
Technical Indicators	Strong Sell	Strong Sell	Strong Sell
Summary	Strong Sell	Strong Sell	Strong Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MFS Conservative .	16.06	+0.04	+0.25%