|500 Boylston St , Boston, MA 02116|
|Fund Manager||Joseph C. Flaherty Jr.|
|Manager Tenure||16 Years|
The fundâ€™s investment objective is to seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes by investing the majority of its assets in other mutual funds advised by MFS (Massachusetts Financial Services Company, the fundâ€™s investment adviser), referred to as underlying funds. The underlying funds are selected following a two-stage asset allocation process. The first stage is a strategic asset allocation to determine the percentage of the fundâ€™s assets invested in the general asset classes of (1) Bond Funds, (2) International Stock Funds, and (3) U.S. Stock Funds, as well as (4) Specialty Funds (underlying funds that have less traditional investment strategies that MFS believes provide diversification benefits when added to a portfolio consisting of stock and bond funds).
|Asset Type||% Of Allocation|
|Total Net Assets||76.83 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$250|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|MIAAX.||MFS INFLATION ADJ BOND FD||9.94%|
|MFGSX||MFS GOV SEC FUND CLS I||9.85%|
|MGBAX||MFS GLOBAL BOND FD||4.92%|
|BMSYX||MFS BLENDED RES MID CAP EQ FD||3.09%|
|MHITX||MFS HIGH INCOME FUND||2.99%|
|BRXAX||MFS BLENDED RES INTL EQ FD||2.51%|
|MCSAX||MFS COMMODITY STRATEGY FD||2.08%|
|MFRFX||MFS RESEARCH FUND||2.07%|
|MGLAX||MFS GLOBAL REAL ESTATE FD||2.06%|
|MUERX||MFS BLENDED RES CORE EQUITY F||2.06%|
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