| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
5
1
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 7.94 | 0.53 | 7.41 |
| Stocks | 18.63 | 0.0 | 18.63 |
| Bonds | 49.58 | 0.0 | 49.58 |
| Other | 0.42 | 0.13 | 0.29 |
| Foreign Bonds | 16.91 | 0.05 | 16.86 |
| Foreign Stocks | 6.89 | 0.0 | 6.89 |
| Convertible | 0.01 | 0.0 | 0.01 |
| Preferred | 0.33 | 0.0 | 0.33 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| MFS Research Bond R5 | 21.98 |
| MFS Limited Maturity R5 | 19.95 |
| MFS Government Securities R5 | 9.98 |
| MFS Inflation-Adjusted Bond R5 | 9.98 |
| MFS Global Bond R5 | 5.0 |
| MFS Growth R5 | 4.04 |
| MFS Value R5 | 4.03 |
| MFS Research R5 | 4.02 |
| MFS Mid Cap Growth R5 | 3.03 |
| MFS Mid Cap Value R5 | 3.02 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | MFSDX |
|---|---|
| AAA | 48.69 |
| AA | 4.75 |
| A | 17.65 |
| BBB | 21.16 |
| BB | 3.95 |
| B | 2.68 |
| Below B | 0.93 |
| Other | 0.19 |
