MFS Moderate Allocation Fund (MAMAX)

The fund's primary objective is to achieve broad diversification across various asset categories. It accomplishes this by directing its investments into a portfolio of other mutual funds, all managed by the same advisor, referred to as underlying funds. Within the equity allocations, the advisor strategically diversifies by geography, incorporating both domestic and international underlying funds. It further diversifies by company size, spanning large, mid, and small market capitalizations through its underlying fund selections, and by investment approach, integrating both growth and value-oriented underlying funds.