FPPSX Mutual Fund

FPPSX Mutual Fund

NAV$12.01
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Fund Essentials

Net Assets
$66,234.99
Expense Ratio
1.49%
Dividend Yield (Current)
2.60%
Holdings
106
Inception Date
Jan 18, 2018
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+4.39%
1 Year+10.42%
3 Year+3.59%
5 Year+4.22%

Asset Allocation

Stocks: 53.48%
Bonds: 37.16%
Cash: 5.07%
Other: 4.30%
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Dividend Summary

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Dividend Yield (Current)
2.60%
Frequency
Annually
Latest Distribution
$0.21
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FPPSX Mutual Fund Overview

FPPSX Mutual Fund (MFS Prudent Investor Fund Class R2) is managed by MFS Investment Management with $66,234.99 in net assets. FPPSX expense ratio is 1.49%, holding 106 positions across various sectors. Inception date: 2018-01-18.

FPPSX performance shows a YTD return of 4.39%. The 1-year return is 10.42% and the 5-year return is 4.22%. FPPSX dividend yield stands at 2.60%, paid annually.

FPPSX top holdings include a diversified portfolio. Go to all FPPSX holdings, FPPSX sectors, or FPPSX dividends.

FPPSX can be compared against other funds. Use FPPSX overlap to find shared positions, or FPPSX vs another fund for a side-by-side view. FPPSX alternatives are available via the screener, along with tax-loss harvesting opportunities.