MFS Diversified Target Return B
500 Boylston St 15th FL Boston MA 02116
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Phone: 800-225-2606
| Category: | Long-Short | | Fund Family: | MFS | | Net Assets: | 11.52M | | Year-to-Date Return: | -5.29% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 20-Dec-07 |
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Joseph C. Flaherty Jr.
Lead Manager since
07-Nov-07 | | | 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. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return that exceeds the rate of inflation over the long term. MFS (the adviser) in conjunction with UBS (the sub-adviser) attempt to achieve a target total rate of return for the fund that meets or exceeds 5% per year on a real basis, net of fund expenses, over a full market cycle, by generating returns from a combination of (1) MFS' individual security selection of primarily equity securities and (2) UBS' tactical market- and currency- exposure strategies using derivatives. |
| Last Dividend
(31-Dec-07):
| 0.01 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 300.79% |
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| Expense | DVRBX | Category
Avg | | Total Expense Ratio: | %
| 2.28% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.50% | | Max Deferred Sales Load: | 4.00%
| 2.19% | | 3 Yr Expense Projection*: |
$998 | $971 | | 5 Yr Expense Projection*: |
$N/A | $1,693 | | 10 Yr Expense Projection*: |
$N/A | $3,371 |
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11.08% Nasdaq 0.00%
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