MFS® Growth Allocation Fund

Scorecard
5 / 5 Stars
Lipper
5 5 2 4 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 6.16 1.25 4.91
Stocks 47.73 0.0 47.73
Bonds 13.33 0.0 13.33
Other 0.49 0.14 0.35
Foreign Bonds 8.41 0.09 8.31
Foreign Stocks 25.11 0.0 25.11
Convertible 0.01 0.0 0.01
Preferred 0.25 0.0 0.25

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

% Net Assets
MFS® Growth R5 11.02
MFS® Value R5 10.89
MFS® Mid Cap Growth R5 9.02
MFS® Mid Cap Value R5 8.96
MFS® Research R5 7.96
MFS® Research International R5 6.87
MFS® Inflation-Adjusted Bond R5 5.15
MFS® High Income R5 5.11
MFS® International Value R5 4.93
MFS® International Growth R5 4.91

Bond Ratings (%)

Updated 01.31.2014

Sector MAGJX
AAA 35.64
AA 3.34
A 10.65
BBB 22.64
BB 12.72
B 12.66
Below B 3.82
Other -1.47