| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
5
5
1
3
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.46 | 0.31 | 4.15 |
| Stocks | 53.86 | 0.0 | 53.86 |
| Bonds | 6.14 | 0.0 | 6.14 |
| Other | 0.18 | 0.01 | 0.17 |
| Foreign Bonds | 1.51 | 0.0 | 1.51 |
| Foreign Stocks | 34.0 | 0.0 | 34.0 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.16 | 0.0 | 0.16 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| MFS Growth R5 | 12.06 |
| MFS Value R5 | 12.02 |
| MFS Mid Cap Growth R5 | 10.03 |
| MFS Mid Cap Value R5 | 10.01 |
| MFS Research R5 | 8.01 |
| MFS Research International R5 | 8.0 |
| MFS International Growth R5 | 7.0 |
| MFS International Value R5 | 7.0 |
| MFS Global Real Estate R5 | 5.01 |
| MFS Commodity Strategy R5 | 4.99 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | MLFAX |
|---|---|
| AAA | 57.15 |
| AA | 4.74 |
| A | 17.98 |
| BBB | 19.78 |
| BB | 1.54 |
| B | 0.32 |
| Below B | 0.21 |
| Other | -1.72 |
