| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.55 | 0.29 | 6.26 |
| Stocks | 32.06 | 0.0 | 32.06 |
| Bonds | 33.58 | 0.0 | 33.58 |
| Other | 0.55 | 0.14 | 0.41 |
| Foreign Bonds | 13.73 | 0.05 | 13.68 |
| Foreign Stocks | 13.63 | 0.0 | 13.63 |
| Convertible | 0.02 | 0.0 | 0.02 |
| Preferred | 0.35 | 0.0 | 0.35 |
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 | 14.49 |
| MFS Government Securities R5 | 9.93 |
| MFS Inflation-Adjusted Bond R5 | 7.5 |
| MFS Value R5 | 7.01 |
| MFS Research R5 | 7.0 |
| MFS Growth R5 | 6.99 |
| MFS Mid Cap Value R5 | 5.51 |
| MFS Mid Cap Growth R5 | 5.5 |
| MFS Limited Maturity R5 | 5.08 |
| MFS Research International R5 | 5.05 |
Bond Ratings (%)
Updated 04.30.2013
| Sector | MFLAX |
|---|---|
| AAA | 51.65 |
| AA | 3.27 |
| A | 11.32 |
| BBB | 18.95 |
| BB | 7.14 |
| B | 6.01 |
| Below B | 1.46 |
| Other | 0.2 |
