Transcription of As of December 31, 2021 Fact Sheet MFS Moderate …
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As of December 31, 2021 Fact Sheet MFS Moderate …
fact SheetMFS Moderate Allocation FundQ3 | 2022As of September 30, 2022 ObjectiveSeeks a high level of total return consistent with a Moderate level of risk relative to the other MFS Asset Allocation teamTeam of Quantitative ProfessionalsGeneral OversightJoseph Flaherty 29 years with MFS 37 years in industryNatalie Shapiro, 25 years with MFS 28 years in industryFund benchmarkStandard & Poor's 500 Stock IndexRisk measures vs. benchmark (Class I)Alpha-1. Deviation9 .19 Risk measures are based on a trailing 10 year Symbol and CUSIPIMMAIX5527 3G74 4R6 MAMPX552743395 AMAMAX55273G777 CMMACX5527 3G751 Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly.
will indirectly bear the fees and expenses of the underlying funds. n Please see the prospectus for further information on these and other risk considerations. Benchmark and vendor disclosures Standard & Poor's 500 Stock Index - a market capitalization-weighted index of 500 widely held equity securities, designed to measure
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