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Morningstar

MFS Conservative Allocation R2 MCARX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 15.33  /  0.46 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.080%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.43%
  • Turnover 9%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis MCARX

Will MCARX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MCARX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MCARX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MCARX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The suite has rewarded its long-term investors.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The MFS Allocation target-risk series–MFS Aggressive Growth Allocation, MFS Growth Allocation, MFS Moderate Allocation, and MFS Conservative Allocation–features a durable process and enticing underlying funds. The cheapest share classes of the Moderate and Conservative funds receive a Morningstar Analyst Rating of Silver, while those of the Aggressive Growth fund fall to Bronze amid increasing competition within their peer group. The remaining shares across the series receive ratings ranging from Bronze to Neutral, depending on the fees.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MCARX

More MCARX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 77.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Total Return Bond R6

15.00
581,530,118
—

MFS Government Securities R6

9.99
387,314,346
—

MFS Inflation-Adjusted Bond R6

9.96
386,153,490
—

MFS Limited Maturity R6

9.96
386,002,717
—

MFS Global Opportunistic Bd R6

6.98
270,428,819
—

MFS Growth R6

6.05
234,339,744
—

MFS Research R6

6.03
233,583,805
—

MFS Value R6

5.96
231,149,325
—

MFS High Income R6

4.00
155,079,252
—

MFS Mid Cap Growth R6

3.97
153,746,962
—