MFS IRA
Performance
HelpPortfolio Return | 69.12% | 101.08% | 161.21% |
Comparable Target-Date Fund [why this comparison?] |
95.90% Target-Date 2020 |
126.60% Target-Date 2030 |
154.19% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$26,778 (-26.78%) | -$25,519 (-25.52%) | +$7,018 (+7.02%) |
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% |