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MFS Moderate Allocation Fund Class R2 (MARRX)

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20.16 +0.16 +0.80%

21/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 74.59M

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MARRX Holdings

Comprehensive information about top holdings and Key Holding Information for the MFS Moderate Allocation R2 (MARRX) fund. Our MFS Moderate Allocation R2 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	55.33	55.34	0.01
Bonds	46.54	47.65	1.11
Preferred	0.16	0.16	0.00
Other	2.98	3.47	0.49

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.64	17.15
Price to Book	2.81	2.69
Price to Sales	2.05	2.05
Price to Cash Flow	13.24	11.40
Dividend Yield	1.93	2.42
5 Years Earnings Growth	9.62	9.17

Sector Allocation

Name	Net %	Category Average
Technology	19.37	21.13
Financial Services	18.18	17.65
Industrials	14.02	11.76
Healthcare	9.57	9.60
Consumer Cyclical	8.56	9.60
Real Estate	7.83	4.95
Communication Services	6.00	7.61
Consumer Defensive	5.29	6.40
Energy	3.89	4.87
Utilities	3.72	3.65
Basic Materials	3.56	4.28

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	-	9.47	-	-
MFS Total Return Bond R6	-	8.48	-	-
MFS Value R6	-	8.03	-	-
MFS Growth R6	-	7.29	-	-
MFS Research R6	-	7.29	-	-
MFS Inflation-Adjusted Bond R6	-	6.98	-	-
MFS Mid Cap Value R6	-	6.96	-	-
MFS Mid Cap Growth R6	-	6.92	-	-
MFS Research International R6	-	5.20	-	-
MFS Global Opportunistic Bd R6	-	4.99	-	-

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	24.13B	8.50	10.73	9.50
MFS Instl International Equity	21.2B	18.92	17.64	8.62
MFS Growth R6	17.33B	15.78	27.25	16.09
MFS Value R6	18.5B	8.60	10.84	9.62
MFS Intl Diversification I	16.21B	24.47	19.05	8.56

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MFS Moderate Allo.	20.16	+0.16	+0.80%
	2505	18.60	+0.20	+1.09%