The four offerings that constitute the MFS target-risk series–Aggressive Growth Allocation, Growth Allocation, Moderate Allocation, and Conservative Allocation–feature a durable process and compelling underlying funds.
MFS Moderate Allocation C MMACX
- NAV / 1-Day Return 18.96 / +0.74 %
- Total Assets 6.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.650%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.43%
- Turnover 2%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis MMACX
Will MMACX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 71.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MFS Government Securities R6 | 9.02 | 608.8 Mil | — |
MFS Total Return Bond R6 | 8.19 | 552.5 Mil | — |
MFS Value R6 | 8.18 | 552.0 Mil | — |
MFS Research R6 | 7.35 | 496.0 Mil | — |
MFS Growth R6 | 7.34 | 495.5 Mil | — |
MFS Mid Cap Value R6 | 7.22 | 487.0 Mil | — |
MFS Mid Cap Growth R6 | 7.08 | 477.6 Mil | — |
MFS Inflation-Adjusted Bond R6 | 6.71 | 452.6 Mil | — |
MFS Research International R6 | 5.02 | 338.9 Mil | — |
MFS Global Opportunistic Bd R6 | 4.90 | 330.6 Mil | — |