FPPAX : MFS Prudent Investor Fund Class A

FPPAX is a Allocation Market Total World with HIGH fees.

FPPAX

MFS Prudent Investor Fund Class A

FI Score

22 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

22% FI Score
  • fppax
  • Mutual Fund
  • Allocation
  • Total World

MFS Prudent Investor Fund Class A

Expenses: 1.21% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks total return. The fund normally invests its assets across different asset classes, including equity securities and debt instruments of U.S. and foreign issuers (including emerging market securities), and cash and cash equivalents. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, U.S. government securities, foreign government securities, securitized instruments, floating rate loans, and other obligations to repay money borrowed.

Largest Holdings

Amount Holding
4.42% LEG Immobilien AG
3.12% United States Treasury Notes 2.13%
3.08% United States Treasury Notes 1.13%
2.40% Costco Wholesale Corp
2.17% Wolters Kluwer NV
2.13% Alphabet Inc A
2.13% Check Point Software Technologies Ltd
2.06% KDDI Corp
2.06% Beiersdorf AG
1.98% Vonovia SE
1.97% Nestle SA
1.96% Booking Holdings Inc
1.70% Kao Corp
1.69% Nitto Denko Corp
1.55% Facebook Inc A
1.54% Sage Group (The) PLC
1.48% Oracle Corp
1.46% Danone SA
1.36% Accenture PLC Class A
1.33% Heineken NV
1.31% Yamato Holdings Co Ltd
1.29% Deutsche Wohnen SE
1.26% Amadeus IT Group SA A

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