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PLAN FUNDS
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Plan Funds
This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
MFS Massachusetts Investors Growth Stock Fund Class C
MIGDX
C-
U.S. Mega Cap
15
1.5%
MFS Conservative Allocation Fund Class C
MACVX
C
U.S. All Cap
6
1.07%
U.S. Equities - Growth
MFS Growth Fund Class C
MFECX
D--
U.S. Large Cap - Growth
20
1.79%
U.S. Equities - Value
MFS Mid Cap Value Fund Class C
MVCCX
C++
U.S. Mid Cap - Value
17
1.96%
MFS Total Return Fund Class C
MTRCX
B++
U.S. Mega Cap - Value
9
1.5%
Global & Intl. Equity
MFS Research International Fund Class C
MRICX
B-
International Large Cap - Growth
13
1.93%
MFS International Growth Fund Class C
MGRCX
B-
International Large Cap - Growth
13
1.97%
MFS Emerging Markets Equity Fund Class C
MEMCX
C
Emerging Markets
15
2.42%
Bonds
MFS Limited Maturity Fund Class C
MQLCX
C
Bond - U.S. Corporate
1
1.59%
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