MFS® Conservative Allocation Fund

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

U.S. News evaluated 187 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 10.19 percent over the past year, 6.46 percent over the past three years, 9.40 percent over the past five years, and 5.67 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.8%
1 Year 10.2%
3 Years (Annualized) 6.5%
5 Years (Annualized) 9.4%
10 Years (Annualized) 5.7%

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Summary

The investment seeks a high level of total return consistent with a conservative level of risk. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser, referred to as underlying funds. Within the stock fund allocations, the adviser seeks to diversify globally (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).

Fees

Fees are Above Average compared to funds in the same category.
MFS® Conservative Allocation Fund has an expense ratio of 1.07 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

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