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 18.78 / −0.11 %
- Total Assets 6.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.650%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.39%
- Turnover 2%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 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 71.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MFS Government Securities R6 | 9.10 | 603.5 Mil | — |
MFS Total Return Bond R6 | 8.25 | 546.8 Mil | — |
MFS Value R6 | 8.06 | 534.7 Mil | — |
MFS Growth R6 | 7.43 | 492.3 Mil | — |
MFS Research R6 | 7.34 | 486.8 Mil | — |
MFS Mid Cap Growth R6 | 7.20 | 477.1 Mil | — |
MFS Mid Cap Value R6 | 7.13 | 472.4 Mil | — |
MFS Inflation-Adjusted Bond R6 | 6.78 | 449.3 Mil | — |
MFS Research International R6 | 5.00 | 331.6 Mil | — |
MFS Global Opportunistic Bd R6 | 4.93 | 326.6 Mil | — |