| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C
(Hold)
|
U.S. News evaluated 96 Multialternative Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 12.49 percent over the past year, 6.96 percent over the past three years, and 2.46 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 5.2% |
| 1 Year | 12.5% |
| 3 Years (Annualized) | 7.0% |
| 5 Years (Annualized) | 2.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return that exceeds the rate of inflation over the long term. The fund's investment strategy attempts to separate security selection decisions from market and currency exposure decisions. The adviser and sub-adviser generate returns from a combination of (1)The adviser's individual security selection of primarily equity securities and (2)Sub adviser's tactical market and currency exposure strategies using derivatives. Derivatives include futures, forward contracts, options, structured securities, inverse floating rate instruments, and swaps.
Fees
Fees are Below Average compared to funds in the same category.
MFS Diversified Target Return Fund has an expense ratio of 1.14 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
