| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
4
1
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.73 | 0.65 | 4.08 |
| Stocks | 56.8 | 0.0 | 56.8 |
| Bonds | 1.48 | 0.0 | 1.48 |
| Other | 0.17 | 0.01 | 0.17 |
| Foreign Bonds | 1.16 | 0.0 | 1.16 |
| Foreign Stocks | 36.17 | 0.0 | 36.17 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.15 | 0.0 | 0.15 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| % Net Assets | |
|---|---|
| MFS Growth R5 | 12.97 |
| MFS Value R5 | 12.95 |
| MFS Mid Cap Growth R5 | 10.02 |
| MFS Mid Cap Value R5 | 10.0 |
| MFS Research R5 | 8.98 |
| MFS International Value R5 | 8.03 |
| MFS International Growth R5 | 8.02 |
| MFS Research International R5 | 8.01 |
| MFS Global Real Estate R5 | 5.0 |
| MFS Commodity Strategy R5 | 4.96 |
