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Mutual Fund Insights: MFS Conservative Allocation 529C Fund (ECACX)

In-depth Analysis of MFS Conservative Allocation 529C Fund (ECACX)

Mutual fund chart: MFS Conservative Allocation 529C Fund (ECACX)

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See MFS Conservative Allocation 529C Fund (ECACX) performance details as of January 31, 2010

  

    Last Trade: $11.72 on 3/19/2010, Change: -0.03 (-0.26%)
Experiment our closing price forecasting tool for MFS Conservative Allocation 529C Fund (ECACX) (alpha release)

  

Fund Manager - Joseph C. Flaherty Jr.

Fund Manager Tenure: 7.7 years
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Flaherty is senior vice president of MFS and manager of the quantitative research group. He joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst and assistant vice president in 1996. He became manager of the quantitative research group in 1998 and portfolio manager in 1999.  Get more insights on Joseph C. Flaherty Jr.

  

What we like about MFS Conservative Allocation 529C Fund (ECACX) What we like about MFS Conservative Allocation 529C Fund (ECACX)

Data for MFS Conservative Allocation 529C Fund (ECACX) as of January 31, 2010

  • MFS Conservative Allocation 529C Fund (ECACX) management has been with MFS Conservative Allocation 529C Fund for 7.7 years
  • MFS Conservative Allocation 529C Fund (ECACX) has good short-term performance (1-year return 24.22% vs 22.81% Conservative Allocation category average)
  • MFS Conservative Allocation 529C Fund (ECACX) has good mid-term performance (3-year return 1.69% vs 0.26% Conservative Allocation category average)
  • MFS Conservative Allocation 529C Fund (ECACX) has good Long-term performance (5-year return 3.39% vs 2.80% Conservative Allocation category average)
  • MFS Conservative Allocation 529C Fund (ECACX) ratio of up-years vs down years is greater than 2
  • MFS Conservative Allocation 529C Fund (ECACX) has a Morningstar rating of 4 and above
  • MFS Conservative Allocation 529C Fund (ECACX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.76, lower than category average of 10.66

  

What we are cautious about MFS Conservative Allocation 529C Fund (ECACX) What we are cautious about MFS Conservative Allocation 529C Fund (ECACX)

Data for MFS Conservative Allocation 529C Fund (ECACX) as of January 31, 2010

  • MFS Conservative Allocation 529C Fund is a focused fund with 83.10% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • MFS Conservative Allocation 529C Fund (ECACX) has a higher management fee of 1.91% than its Conservative Allocation average of 0.86%
  • MFS Conservative Allocation 529C Fund (ECACX) carries a 1% load
See MFS Conservative Allocation 529C Fund (ECACX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Conservative Allocation category?

Below are some additional Conservative Allocation mutual funds generated out of our database

  

MFS Conservative Allocation 529C Fund (ECACX) Net Asset

Track net asset change of MFS Conservative Allocation 529C fund (ECACX)

DateNet Asset
01/2010$19.30M
11/2009$18.92M
10/2009$18.37M
More historic net asset information on MFS Conservative Allocation 529C Fund (ECACX)

  

MFS Conservative Allocation 529C Fund (ECACX) Portfolio Allocation

Track portfolio allocation change of MFS Conservative Allocation 529C fund (ECACX)

DateCashStockBondOther
10/20095.48%38.04%56.15%0.34%
09/20094.81%39.28%55.55%0.36%
08/20094.07%40.27%55.33%0.33%
Click here to see more historic asset allocation information on MFS Conservative Allocation 529C Fund (ECACX)

  

Most Recent Top 10 Holdings in MFS Conservative Allocation 529C Fund (ECACX)

Discover what MFS Conservative Allocation 529C Fund (ECACX) manager is buying

31-Oct-09
MFS Research Bond I [20.24%]
MFS Inflation Adjusted Bond I [9.89%]
MFS Limited Maturity I [9.86%]
MFS Government Securities I [9.86%]
MFS Research I [7.03%]
MFS Core Growth I [6%]
MFS Value I [5.98%]
MFS High Income I [5.1%]
MFS Emerging Markets Debt I [5.05%]
MFS Mid Cap Value I [4.08%]

30-Sep-09
MFS Research Bond I [19.88%]
MFS Inflation Adjusted Bond I [9.89%]
MFS Limited Maturity I [9.86%]
MFS Government Securities I [9.86%]
MFS Research I [7.03%]
MFS Core Growth I [6%]
MFS Value I [5.98%]
MFS High Income I [5.1%]
MFS Emerging Markets Debt I [5.05%]
MFS Mid Cap Value I [4.08%]

31-Aug-09
MFS Research Bond I [19.7%]
MFS Limited Maturity I [9.64%]
MFS Inflation Adjusted Bond I [9.6%]
MFS Government Securities I [9.59%]
MFS Research I [7.23%]
MFS Value I [6.09%]
MFS Core Growth I [5.97%]
MFS High Income I [5.08%]
MFS Emerging Markets Debt I [4.94%]
MFS Research International I [4.27%]
Click here for Stock Holding Change Map in MFS Conservative Allocation 529C Fund (ECACX)

  

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Latest News on MFS Conservative Allocation 529C (ECACX)

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