MFS® Growth Allocation Fund

Scorecard
3 / 5 Stars
Lipper
4 5 2 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 5.63 1.03 4.59
Stocks 48.6 0.0 48.6
Bonds 13.37 0.0 13.37
Other 0.25 0.03 0.22
Foreign Bonds 8.79 0.29 8.5
Foreign Stocks 24.49 0.0 24.49
Convertible 0.01 0.0 0.01
Preferred 0.21 0.0 0.21

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

% Net Assets
MFS® Growth R5 11.05
MFS® Value R5 11.01
MFS® Mid Cap Value R5 9.0
MFS® Mid Cap Growth R5 8.96
MFS® Research R5 8.01
MFS® Research International R5 7.0
MFS® International Value R5 5.03
MFS® International Growth R5 5.01
MFS® Inflation-Adjusted Bond R5 5.0
MFS® High Income R5 4.97

Bond Ratings (%)

Updated 05.31.2014

Sector MGALX
AAA 35.97
AA 3.55
A 9.4
BBB 24.26
BB 12.0
B 13.64
Below B 3.06
Other -1.88

See Also:

Top MFS Funds