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Mfs Conservative Allocation Fund Class R4 (MACJX)

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16.70 +0.07 +0.42%

15/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 298.69M

Type: Fund

Market: United States

Issuer: MFS

Asset Class: Equity

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MACJX Overview

Find basic information about the Mfs Conservative Allocation Fund Class R4 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 MACJX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 1.36%

Prev. Close16.63

Risk Rating

TTM Yield3.31%

ROE21.74%

IssuerMFS

Turnover3%

ROA8.44%

Inception Date38443

Total Assets298.69M

Expenses0.09%

Min. InvestmentN/A

Market Cap73.13B

CategoryAllocation - - 30% to 50% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1068	980	1068	1026	1241	1652
Fund Return	6.83%	-2.02%	6.83%	0.86%	4.42%	5.15%
Place in category	283	281	283	244	145	52
% in Category	68	62	68	55	36	17

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	24.22B	1.12	8.10	8.80
MFS Instl International Equity	19.02B	10.05	10.36	7.09
MFS Value R6	18.97B	1.15	8.21	8.92
MFS Growth R6	17.8B	-7.65	13.92	13.98
MFS Intl Diversification I	15.29B	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	39.81B	2.11	4.52	5.30
Vanguard Tax-Managed Balanced Adm	10.07B	-2.54	7.22	7.05
Vanguard Wellesley Income Inv	8.24B	2.09	4.45	5.23
American Funds Income Portfolio A	5.84B	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	-	14.48	-	-
MFS Inflation-Adjusted Bond R6	-	9.98	-	-
MFS Limited Maturity R6	-	9.91	-	-
MFS Government Securities R6	-	9.49	-	-
MFS Global Opportunistic Bd R6	-	6.99	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MFS Conservative .	16.70	+0.07	+0.42%