MFS® Conservative Allocation Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 5.69 0.2 5.5
Stocks 26.07 0.0 26.07
Bonds 43.79 0.0 43.79
Other 0.24 0.04 0.2
Foreign Bonds 14.3 0.36 13.94
Foreign Stocks 10.28 0.0 10.28
Convertible 0.01 0.0 0.01
Preferred 0.23 0.0 0.23

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

% Net Assets
MFS® Research Bond R5 16.93
MFS® Inflation-Adjusted Bond R5 9.99
MFS® Government Securities R5 9.94
MFS® Limited Maturity R5 9.91
MFS® Growth R5 6.08
MFS® Research R5 6.05
MFS® Value R5 6.02
MFS® Global Bond R5 4.98
MFS® High Income R5 4.97
MFS® Mid Cap Value R5 4.02

Bond Ratings (%)

Updated 05.31.2014

Sector MACFX
AAA 51.07
AA 3.82
A 11.94
BBB 20.51
BB 5.95
B 6.03
Below B 1.31
Other -0.63

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