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Mfs Moderate Allocation Fund Class 529c (ECMAX)

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

19.45 -0.09 -0.46%

21/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 55.13M

Type: Fund

Market: United States

Issuer: MFS

Asset Class: Equity

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ECMAX Overview

Find basic information about the Mfs Moderate Allocation Fund Class 529c 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 ECMAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Max

Rating

1-Year Change - 0%

Prev. Close19.54

Risk Rating

TTM Yield0.41%

ROE21.38%

IssuerMFS

Turnover7%

ROA7.73%

Inception Date37468

Total Assets55.13M

Expenses1.13%

Min. Investment250

Market Cap50.05B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1101	1016	1214	1451	1626	2179
Fund Return	10.12%	1.57%	21.36%	13.2%	10.21%	8.1%
Place in category	564	503	600	324	375	341
% in Category	78	66	85	45	61	79

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--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	108.52B	-0.52	8.11	7.88
Vanguard Wellington Admiral	95.02B	-1.53	8.15	8.06
American Funds American Balanced R6	54.81B	-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	-	10.09	-	-
MFS Total Return Bond R6	-	9.07	-	-
MFS Value R6	-	7.93	-	-
MFS Research R6	-	7.87	-	-
MFS Growth R6	-	7.84	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MFS Moderate Allo.	19.45	-0.09	-0.46%