Mfs 529 Savings Plan Declaration Trust - Mfs 529 Moderate Fund (ORBZX)

Fund Assets	13.71M
Expense Ratio	0.04%
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	14.20
YTD Return	18.93%
1-Year Return	18.93%
5-Year Return	n/a
52-Week Low	13.58
52-Week High	14.28
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About ORBZX

• Ticker Symbol: ORBZX

Performance

ORBZX had a total return of 18.93% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.28%.

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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