The investment seeks a high level of total return consistent with a greater than moderate level of risk. The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by the adviser referred to as underlying funds. Within the stock fund allocations, the adviser seeks to diversify globally (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds).
Fund filings (PDF) »
Joseph Flaherty, Jr. (Started: Jun 28, 2002)
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MFS, 111 Huntington Avenue, Boston, MA 02199, USA