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Mfs Moderate Allocation Fund Class 529a (EAMDX)

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

18.52 +0.05 +0.27%

20/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 357.1M

Type: Fund

Market: United States

Issuer: MFS

Asset Class: Equity

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EAMDX Overview

Find basic information about the Mfs Moderate 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 EAMDX 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. Close18.47

Risk Rating

TTM Yield3.08%

ROE23.23%

IssuerMFS

Turnover6%

ROA8.49%

Inception Date37468

Total Assets357.1M

Expenses0.39%

Min. Investment250

Market Cap46.67B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	889	929	944	1217	1421	1971
Fund Return	-11.14%	-7.05%	-5.63%	6.78%	7.28%	7.02%
Place in category	454	344	428	344	240	237
% in Category	58	49	61	48	39	51

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	24.33B	1.12	8.10	8.80
MFS Instl International Equity	19.13B	10.05	10.36	7.09
MFS Value R6	19.12B	1.15	8.21	8.92
MFS Growth R6	17.72B	-7.65	13.92	13.98
MFS Intl Diversification I	15.32B	8.89	8.73	6.52

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.63B	-0.52	8.11	7.88
Vanguard Wellington Admiral	95.02B	-1.53	8.15	8.06
American Funds American Balanced R6	55.87B	-0.42	8.45	8.21
Vanguard Balanced Index Adm	44.63B	-1.88	7.76	7.77
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
MFS Government Securities R6	-	10.11	-	-
MFS Total Return Bond R6	-	9.01	-	-
MFS Value R6	-	8.14	-	-
MFS Research R6	-	7.87	-	-
MFS Growth R6	-	7.42	-	-

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 Moderate Allo.	18.52	+0.05	+0.27%