| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
2
4
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.78 | 1.49 | 4.29 |
| Stocks | 48.53 | 0.0 | 48.53 |
| Bonds | 13.19 | 0.0 | 13.19 |
| Other | 0.37 | 0.12 | 0.25 |
| Foreign Bonds | 8.38 | 0.04 | 8.34 |
| Foreign Stocks | 25.09 | 0.0 | 25.09 |
| Convertible | 0.02 | 0.0 | 0.02 |
| Preferred | 0.29 | 0.0 | 0.29 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| % Net Assets | |
|---|---|
| MFS Value R5 | 10.97 |
| MFS Growth R5 | 10.95 |
| MFS Mid Cap Value R5 | 9.01 |
| MFS Mid Cap Growth R5 | 9.0 |
| MFS Research R5 | 7.97 |
| MFS Research International R5 | 7.07 |
| MFS International Value R5 | 5.1 |
| MFS International Growth R5 | 5.04 |
| MFS High Income R5 | 4.98 |
| MFS Inflation-Adjusted Bond R5 | 4.94 |
Bond Ratings (%)
Updated 04.30.2013
| Sector | MAGJX |
|---|---|
| AAA | 35.64 |
| AA | 3.11 |
| A | 9.96 |
| BBB | 21.12 |
| BB | 13.08 |
| B | 12.74 |
| Below B | 2.82 |
| Other | 1.53 |
