| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
3
5
4
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 10.1 | 0.38 | 9.71 |
| Stocks | 18.7 | 0.0 | 18.7 |
| Bonds | 45.9 | 0.0 | 45.9 |
| Other | 0.52 | 0.13 | 0.38 |
| Foreign Bonds | 18.06 | 0.05 | 18.01 |
| Foreign Stocks | 6.95 | 0.0 | 6.95 |
| Convertible | 0.01 | 0.0 | 0.01 |
| Preferred | 0.33 | 0.0 | 0.33 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| % Net Assets | |
|---|---|
| MFS Research Bond R5 | 21.96 |
| MFS Limited Maturity R5 | 19.93 |
| MFS Government Securities R5 | 9.97 |
| MFS Inflation-Adjusted Bond R5 | 9.95 |
| MFS Global Bond R5 | 5.02 |
| MFS Growth R5 | 4.01 |
| MFS Value R5 | 4.01 |
| MFS Research R5 | 4.01 |
| MFS Research International R5 | 3.04 |
| MFS Mid Cap Growth R5 | 3.02 |
Bond Ratings (%)
Updated 04.30.2013
| Sector | MFSIX |
|---|---|
| AAA | 49.35 |
| AA | 5.1 |
| A | 16.84 |
| BBB | 21.55 |
| BB | 4.11 |
| B | 2.7 |
| Below B | 0.9 |
| Other | -0.55 |
