MFS IRA
Performance
HelpPortfolio Return | 68.60% | 99.84% | 159.85% |
Comparable Target-Date Fund [why this comparison?] |
54.81% Target-Date 2020 |
100.65% Target-Date 2030 |
153.23% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,789 (+13.79%) | -$811 (-0.81%) | +$6,623 (+6.62%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
MFS Conservative Allocation Fund Class C | MACVX | 39% | - | - |
MFS Total Return Fund Class C | MTRCX | 41% | 47% | - |
MFS Growth Fund Class C | MFECX | 12% | 28% | 31% |
MFS Emerging Markets Equity Fund Class C | MEMCX | 8% | 10% | - |
MFS Mid Cap Value Fund Class C | MVCCX | - | 15% | 35% |
MFS Massachusetts Investors Growth Stock Fund Class C | MIGDX | - | - | 34% |
Total Portfolio | 100% | 100% | 100% |