Funds are listed relative to one another within the MFS funds and are not meant to be compared with other portfolios or other types of investments. The three major factors taken into account when listing the portfolios from less aggressive to more aggressive are historical volatility, types of securities in the fund, and diversification permitted within the fund. See the prospectus for detailed explanations and each fund’s objective, policies, strategies, permitted investments, and risks.
KEEP IN MIND that that all investments, including mutual funds, carry a certain amount of risk, including the possible loss of the principal amount invested.
The principal value of the fund options are not guaranteed at any time.
Each 529 investment option invests in a single MFS mutual fund
The investments you choose should correspond to your financial needs, goals, and risk tolerance. For assistance in determining your financial situation, please consult an investment professional.
Diversification does not guarantee profit or protect against a loss.