| Scorecard |
|---|
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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.38 | 0.17 | 4.21 |
| Stocks | 52.55 | 0.0 | 52.55 |
| Bonds | 7.98 | 0.0 | 7.98 |
| Other | 0.21 | 0.04 | 0.18 |
| Foreign Bonds | 3.19 | 0.01 | 3.18 |
| Foreign Stocks | 31.7 | 0.0 | 31.7 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.2 | 0.0 | 0.2 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| MFS Growth R5 | 11.8 |
| MFS Value R5 | 11.77 |
| MFS Mid Cap Growth R5 | 9.78 |
| MFS Mid Cap Value R5 | 9.76 |
| MFS Research R5 | 8.01 |
| MFS Research International R5 | 7.73 |
| MFS International Growth R5 | 6.5 |
| MFS International Value R5 | 6.49 |
| MFS Commodity Strategy R5 | 4.69 |
| MFS Global Real Estate R5 | 4.5 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | LFEAX |
|---|---|
| AAA | 46.57 |
| AA | 3.74 |
| A | 14.29 |
| BBB | 20.12 |
| BB | 7.08 |
| B | 6.6 |
| Below B | 1.59 |
| Other | 0.01 |
