| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
2
4
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.89 | 1.51 | 4.37 |
| Stocks | 48.44 | 0.0 | 48.44 |
| Bonds | 13.62 | 0.0 | 13.62 |
| Other | 0.38 | 0.15 | 0.23 |
| Foreign Bonds | 8.22 | 0.04 | 8.18 |
| Foreign Stocks | 24.85 | 0.0 | 24.85 |
| Convertible | 0.02 | 0.0 | 0.02 |
| Preferred | 0.29 | 0.0 | 0.29 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| MFS Growth R5 | 11.06 |
| MFS Value R5 | 11.02 |
| MFS Mid Cap Value R5 | 9.04 |
| MFS Mid Cap Growth R5 | 9.03 |
| MFS Research R5 | 8.01 |
| MFS Research International R5 | 6.98 |
| MFS International Growth R5 | 5.0 |
| MFS High Income R5 | 4.99 |
| MFS International Value R5 | 4.99 |
| MFS Inflation-Adjusted Bond R5 | 4.98 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | MGWIX |
|---|---|
| AAA | 35.54 |
| AA | 2.63 |
| A | 10.55 |
| BBB | 20.51 |
| BB | 12.76 |
| B | 13.04 |
| Below B | 3.0 |
| Other | 1.97 |
