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MACVX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Conservative Allocation C (MACVX) Ownership - Who owns MFS Conservative Allocation C?

The investment seeks a high level of total return consistent with a conservative level of risk relative to the other MFS Asset Allocation Funds... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

MACVX

Net Assets

3.74B

Fund Existence

about 23 years

Turnover

5.00

Total Expense Ratio

1.58

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

250

Morningstar Category

Global Moderately Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.58

Assets in Top Ten Holdings

2.85B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

6.87

Fund of Funds

Yes

Fund Share Class Net Assets

179M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

5.23

No Load Fund

Number of Long Holdings

22.00

Number of Net Holdings

22.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.49

Weighting Top Ten Holdings

75.55%

Gain YTD

7.966

Annual Yield % from dividends

2.18

Returns for 1 year

2.19

Returns for 3 years

18.85

Returns for 5 years

12.56

Returns for 10 years

38.58

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details