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MFS Growth Allocation Fund Class 529C (ECGWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.39-0.10 (-0.43%)
As of 09:00PM EDT. Market open.

MFS Growth Allocation Fund Class 529C

MFS SERIES TRUST X

111 HUNTINGTON AVENUE 24TH FLOOR

BOSTON MA 02199

800-225-2606
Management information
Natalie I. Shapiro,Lead manager since 31 August 2018
Natalie I. Shapiro, Ph.D. is an Investment Officer, Portfolio Manager and Quantitative Fixed Income Research Analyst at MFS Investment Management® (MFS®). Prior to joining MFS in 1997, Natalie served as a research associate for the Federal Reserve Bank of Boston. Natalie has earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--70% to 85% Equity
Fund familyMFS
Net assets6.65B
YTD return-6.96%
Yield0.05%
Morningstar rating★★★
Inception date30 July 2002

Fund operations

Last dividend0.01
Last cap gain0.00
Holdings turnover4.00%
Average for categoryN/A

Fees and expenses

ExpenseECGWXCategory average
Annual report expense ratio (net)1.78%0.71%
Prospectus net expense ratio1.78%N/A
Prospectus gross expense ratio1.79%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A4.99%
Max deferred sales load1.00%1.43%
3-yr expense projection562N/A
5-yr expense projection969N/A
10-yr expense projection2,104N/A