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MFS Moderate Allocation 529B EBMDX

Analyst rating as of
NAV / 1-Day Return
20.26  /  0.45 %
Total Assets
6.7 Bil
Adj. Expense Ratio
1.740%
Expense Ratio
1.740%
Fee Level
Below Average
Longest Manager Tenure
18.66 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Closed
TTM Yield
1.05%
Turnover
8%
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Morningstar’s Analysis

Will EBMDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Steady as she goes.

Summary

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The MFS Allocation target-risk series, composed of MFS Aggressive Growth Allocation, MFS Growth Allocation, MFS Moderate Allocation, and MFS Conservative Allocation, boasts stability and quality that few series can match. Our increased conviction in its process results in an upgrade to its Morningstar Analyst Rating to Silver from Bronze for the two cheapest share classes of the Aggressive Growth, Growth, and Moderate Allocation funds. The Conservative fund and the rest of the other three funds’ share classes vary from Bronze to Neutral.

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