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MFS Moderate Allocation Fund Class C

MFS Moderate Allocation Fund Class C

MMACX Β· NMFQS
MMACX Β· NMFQS
19.83
USD-0.12-0.60%
MFS Moderate Allocation Fund Class C
MMACX
19.83
USD-0.12-0.60%

Sector weight

Sector
Equity %
Category Average
Financial Services
18.24%
16.14%
Technology
17.75%
19.26%
Industrials
13.95%
12.10%
Healthcare
10.60%
10.29%
Consumer Cyclical
7.97%
9.77%
Real Estate
7.79%
4.97%
Communication Services
6.23%
6.85%
Consumer Defensive
5.73%
6.08%
Basic Materials
4.15%
4.50%
Energy
3.84%
5.68%
Utilities
3.75%
4.36%
Government
3.75%
38.56%
Municipal
3.75%
0.14%
Corporate
3.75%
23.95%
Securitized
3.75%
18.29%
Cash and Equivalents
3.75%
16.25%
Derivative
3.75%
2.80%

World Regions

Region
Equity %
Category Average
North America
61.33%
67.61%
Europe Developed
11.79%
13.42%
Asia Emerging
6.87%
2.86%
Japan
6.26%
4.75%
Asia Developed
5.09%
3.29%
United Kingdom
3.51%
5.13%
Australasia
2.02%
1.21%
Africa/Middle East
1.65%
0.39%
Latin America
1.19%
1.28%
Europe Emerging
0.29%
0.06%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
63.16K USD
111.47K USD
68.28K USD
Medium
18.86%
12.65%
16.16%
Large
17.79%
16.30%
22.77%
Giant
13.82%
23.09%
17.75%
Small
5.67%
3.53%
3.18%
Micro
0.83%
0.60%
0.05%

Valuation and Growth

Growth Rates
MMACX.US
Category Average
Price/Prospective Earnings
19.32%
17.72%
Price/Cash Flow
12.29%
10.87%
Price/Book
2.74%
2.50%
Dividend Yield
2.09%
2.44%
Price/Sales
1.98%
1.81%
Valuation Rates
MMACX.US
Category Average
Long-Term Earnings
9.06%
8.87%
Cash-Flow Growth
7.98%
4.91%
Historical Earnings
6.42%
5.81%
Sales Growth
6.40%
6.07%
Book-Value Growth
6.24%
6.57%

FAQs

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