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Mfs Conservative Allocation Fund Class 529a (ECLAX)

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MFS Conservative Allocation 529A historical data, for real-time data please try another search

16.06 +0.04 +0.25%

20/05 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 195.1M

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ECLAX Holdings

Comprehensive information about top holdings and Key Holding Information for the MFS Conservative Allocation 529A (ECLAX) fund. Our MFS Conservative Allocation 529A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.99	12.54	10.55
Shares	36.38	36.41	0.03
Bonds	57.89	64.46	6.57
Convertible	0.89	0.89	0.00
Other	2.87	2.87	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.19	16.97
Price to Book	2.65	2.65
Price to Sales	2.16	1.88
Price to Cash Flow	11.36	11.63
Dividend Yield	1.85	2.46
5 Years Earnings Growth	12.99	10.24

Sector Allocation

Name	Net %	Category Average
Technology	17.86	19.74
Financial Services	15.85	16.21
Industrials	13.34	10.60
Healthcare	13.00	12.02
Consumer Cyclical	9.30	9.18
Real Estate	7.52	6.05
Consumer Defensive	6.24	7.10
Communication Services	6.20	6.70
Basic Materials	4.81	3.74
Utilities	3.19	3.81
Energy	2.69	5.73

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 22

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
MFS Total Return Bond R6	-	14.94	-	-
MFS Limited Maturity R6	-	10.20	-	-
MFS Inflation-Adjusted Bond R6	-	10.12	-	-
MFS Government Securities R6	-	10.02	-	-
MFS Global Opportunistic Bd R6	-	7.04	-	-
MFS Value R6	-	6.00	-	-
MFS Research R6	-	5.89	-	-
MFS Growth R6	-	5.69	-	-
MFS High Income R6	-	4.02	-	-
MFS Mid Cap Value R6	-	3.97	-	-

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	24.39B	1.12	8.10	8.80
MFS Instl International Equity	19.8B	10.05	10.36	7.09
MFS Value R6	18.8B	1.15	8.21	8.92
MFS Growth R6	18.02B	-7.65	13.92	13.98
MFS Intl Diversification I	15.75B	8.89	8.73	6.52

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