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MFS Moderate Allocation Fund Class R4 (MAMJX)

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20.76 +0.16 +0.78%

21/11 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: MFS

Asset Class: Equity

Morningstar Rating:
Total Assets: 153.3M

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MAMJX Holdings

Comprehensive information about top holdings and Key Holding Information for the MFS Moderate Allocation R4 (MAMJX) fund. Our MFS Moderate Allocation R4 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	52.96	52.96	0.00
Bonds	47.59	48.82	1.23
Convertible	0.01	0.01	0.00
Preferred	0.14	0.14	0.00
Other	3.38	3.68	0.30

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.15	17.15
Price to Book	2.67	2.69
Price to Sales	1.96	2.05
Price to Cash Flow	11.95	11.40
Dividend Yield	2.12	2.42
5 Years Earnings Growth	9.76	9.17

Sector Allocation

Name	Net %	Category Average
Financial Services	18.86	17.65
Technology	17.66	21.13
Industrials	13.78	11.76
Healthcare	10.36	9.60
Consumer Cyclical	8.37	9.60
Real Estate	7.93	4.95
Communication Services	5.72	7.61
Consumer Defensive	5.33	6.40
Basic Materials	4.23	4.28
Energy	4.02	4.87
Utilities	3.75	3.65

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	-	9.80	-	-
MFS Total Return Bond R6	-	8.75	-	-
MFS Value R6	-	8.19	-	-
MFS Inflation-Adjusted Bond R6	-	7.28	-	-
MFS Research R6	-	6.90	-	-
MFS Mid Cap Value R6	-	6.86	-	-
MFS Growth R6	-	6.58	-	-
MFS Mid Cap Growth R6	-	6.44	-	-
MFS Global Opportunistic Bd R6	-	5.11	-	-
MFS Research International R6	-	5.07	-	-

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	24.01B	8.50	10.73	9.50
MFS Instl International Equity	21.35B	18.92	17.64	8.62
MFS Growth R6	17.7B	15.78	27.25	16.09
MFS Value R6	18.71B	8.60	10.84	9.62
MFS Intl Diversification I	16.57B	24.47	19.05	8.56

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