Release Date: 09-30-2008
MFS Moderate Allocation R4 MAMJX
....................................................................................................................................................................................................................................................................................................................................................
Overall Morningstar Rating™
Morningstar Return
Morningstar Risk
Benchmark
DJ US Moderate Portfolio TR USD
Above Average
QQQQ
Average
Out of 944 Moderate Allocation funds. An investment's overall Morningstar Rating, based on its risk-adjusted
return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure for details.
Investment Strategy from investment's prospectus
Performance
The investment seeks a high level of total return consistent
with a moderate level of risk.
The fund invests 50% of assets in U.S. stock funds,
10% in international stock funds, 35% in bond funds, 5% in
money-market funds.
Total Return%
as of 09-30-08
20
15
Investment
Benchmark
10
5
0
-5
Fees and Expenses as of 10-01-08
Prospectus Net Expense Ratio
Prospectus Gross Expense Ratio
Maximum Sales Charge
12b-1 Fee
Redemption Fee
0.72%
0.72%
.
0.00%
.
Waiver Data
Type
Date
%
.
.
.
.
-10
YTD
1 Year
3 Year
Fund Inception Date
Portfolio Manager(s)
Management Company
Telephone
Web Site
04-01-05
Joseph C. Flaherty Jr.
Massachusetts Financial Svcs
Co.
800-225-2606
www.mfs.com
Fund Return %
Standardized Return %
Dow Jones U.S. Moderate Portfolio Index: Is designed for
asset allocation strategists (portfolio builders) who are
willing to take 60% of the risk of the U.S. securities market.
It is a total returns index that is a time-varying weighted
average of stocks, bonds, and cash. It is the efficient
allocation of stocks, bonds, and cash in a portfolio whose
semideviation is 60% of the annualized 36 month historic
semideviation of the Dow Jones 100% Index.
Since Inception
YTD
1 Year
3 Year
5 Year
10 Year
Since Inception
-12.54
-12.54
2.19
2.19
.
.
.
.
3.34
3.34
Performance Disclosure: The performance data quoted represents past performance and does not guarantee future results.
The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may
be worth more or less than their original cost. Current performance may be lower or higher than return data quoted herein.
Investment
Benchmark
20
15
10K
5
0
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
09 - 08
Portfolio Analysis as of 08-31-08
Composition as of 08-31-08
% Assets
Morningstar Style Box™ as of 08-31-08 (EQ) ; 06-30-08 (F-I)
20.36
15.04
14.96
10.27
9.95
MFS Research International I
MFS Money Market A
MFS Mid Cap Value I
MFS High Income I
MFS Mid-Cap Growth I
9.30
5.09
5.03
5.02
4.90
...........................................................................................................
...........................................................................................................
Total Number of Holdings
Annual Turnover Ratio %
Total Fund Assets ($mil)
11
8
1,955.17
Low
% Assets
MFS Research Bond I
MFS Value I
MFS Research I
MFS Government Securities I
MFS Core Growth I
Med
Small
Value Blend Growth
Top 10 Holdings as of 08-31-08
High
45.2
13.2
33.1
6.7
1.8
Large Med
U.S. Stocks
Non-U.S. Stocks
Bonds
Cash
Other
Category Description: Moderate Allocation
Moderate-allocation funds seek to provide both capital
appreciation and income by investing in three major areas:
stocks, bonds, and cash. These funds tend to hold larger
positions in stocks than conservative-allocation funds. These
funds typically have 50% to 70% of assets in equities and
the remainder in fixed income and cash.
10 Year
-12.65
-12.65
Growth of $10,000 as of 09-30-08
25
Benchmark Description: DJ US Moderate Portfolio TR USD
5 Year
-12.65
-12.54
2.19
.
.
3.34
Fund Return %
-12.65
-12.54
2.19
.
.
3.34
Load-Adj. Return %
-10.81
-12.09
1.56
.
.
.
Benchmark Return %
-15.32
-16.40
0.46
.
.
.
Category Average %
................................................................................................................................................................................................................
.
.
.
Morningstar Rating™
QQQQ
.
.
.
.
944
.
.
.
# of Funds in Category
Quarter End Returns as of 09-30-08
Operations and Management
Average annual, if greater
than 1 year.
-15
Short Interm Long
Morningstar Sectors as of 08-31-08
Fund%
S&P 500%
h Information
18.07
19.27
4.03
8.64
2.31
3.09
4.02
9.48
2.72
3.05
40.61
40.95
10.93
6.40
5.36
17.92
13.10
7.45
4.74
15.66
41.31
39.79
11.08
14.04
12.66
3.53
10.65
12.22
13.43
3.49
............................................................................................................
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Software
Hardware
Media
Telecommunication
j Service
............................................................................................................
i
o
p
a
Healthcare Service
ConsumerService
Business Service
Financial Service
k Manufacturing
............................................................................................................
s
d
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Consumer Goods
Industrial Materials
Energy
Utilities
©2008 Morningstar, Inc., Morningstar Investment Profiles™ 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may
not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use
of information. Past performance is no guarantee of future performance. Visit our investment website at www.morningstar.com
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