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Mfs Moderate Allocation Fund Class 529c (ECMAX)

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MFS Moderate Allocation 529C historical data, for real-time data please try another search

19.45 -0.09 -0.46%

21/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 55.13M

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ECMAX Holdings

Comprehensive information about top holdings and Key Holding Information for the MFS Moderate Allocation 529C (ECMAX) fund. Our MFS Moderate Allocation 529C 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	6.77	21.15	14.38
Shares	55.64	55.66	0.02
Bonds	40.05	43.17	3.12
Convertible	0.35	0.35	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.94	18.45
Price to Book	2.84	3.22
Price to Sales	2.44	2.21
Price to Cash Flow	14.10	12.24
Dividend Yield	1.57	1.94
5 Years Earnings Growth	12.76	11.24

Sector Allocation

Name	Net %	Category Average
Technology	18.64	23.87
Financial Services	15.59	15.86
Industrials	13.08	10.13
Healthcare	12.57	13.12
Consumer Cyclical	9.47	9.98
Real Estate	7.63	3.40
Communication Services	7.30	7.49
Consumer Defensive	6.27	6.06
Basic Materials	4.56	3.18
Utilities	2.81	3.22
Energy	2.08	4.99

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 23

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
MFS Government Securities R6	-	10.09	-	-
MFS Total Return Bond R6	-	9.07	-	-
MFS Value R6	-	7.93	-	-
MFS Research R6	-	7.87	-	-
MFS Growth R6	-	7.84	-	-
MFS Inflation-Adjusted Bond R6	-	7.06	-	-
MFS Mid Cap Value R6	-	7.01	-	-
MFS Mid Cap Growth R6	-	6.97	-	-
MFS Global Opportunistic Bd R6	-	5.03	-	-
MFS Research International R6	-	4.94	-	-

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	24.41B	1.12	8.10	8.80
MFS Instl International Equity	19.57B	10.05	10.36	7.09
MFS Value R6	18.97B	1.15	8.21	8.92
MFS Growth R6	17.74B	-7.65	13.92	13.98
MFS Intl Diversification I	15.58B	8.89	8.73	6.52

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