| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
5
5
2
3
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.53 | 0.51 | 4.02 |
| Stocks | 49.86 | 0.0 | 49.86 |
| Bonds | 11.82 | 0.0 | 11.82 |
| Other | 0.29 | 0.09 | 0.2 |
| Foreign Bonds | 6.64 | 0.03 | 6.61 |
| Foreign Stocks | 27.23 | 0.0 | 27.23 |
| Convertible | 0.01 | 0.0 | 0.01 |
| Preferred | 0.26 | 0.0 | 0.26 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| MFS Growth R5 | 11.32 |
| MFS Value R5 | 11.29 |
| MFS Mid Cap Growth R5 | 9.3 |
| MFS Mid Cap Value R5 | 9.28 |
| MFS Research R5 | 8.02 |
| MFS Research International R5 | 7.27 |
| MFS International Growth R5 | 5.52 |
| MFS International Value R5 | 5.51 |
| MFS Inflation-Adjusted Bond R5 | 4.38 |
| MFS Commodity Strategy R5 | 4.25 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | MLTAX |
|---|---|
| AAA | 37.76 |
| AA | 2.85 |
| A | 11.33 |
| BBB | 20.44 |
| BB | 11.6 |
| B | 11.73 |
| Below B | 2.71 |
| Other | 1.58 |
