4 / 5 Stars
5 5 5 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#11 in Conservative Allocation
U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 8.05 percent over the past year, 6.98 percent over the past three years, 12.85 percent over the past five years, and 6.08 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||7.0%|
|5 Years (Annualized)||12.8%|
|10 Years (Annualized)||6.1%|
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 are Average compared to funds in the same category.
MFS® Conservative Allocation Fund has an expense ratio of 0.32 percent.
Risk is Average compared to funds in the same category according to Morningstar.