MFS Moderate Allocation Fund Class A MAMAX

Morningstar Medalist Rating
  • NAV / 1-Day Return$20.44  /  −0.05%
  • Fund Size$6.0B
  • Adjusted Expense Ratio0.880%
  • Net Expense Ratio0.330%
  • Fee Level: DistributionBelow Average
  • Share Class TypeFront Load
  • Morningstar CategoryGlobal Moderate Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)—
  • Investment StatusOpen
  • TTM Yield2.68%
  • Turnover Ratio4%

Morningstar’s Analysis MAMAX

Will MAMAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Eyes on the horizon.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

The four offerings that constitute the MFS target-risk series—Aggressive Growth Allocation, Growth Allocation, Moderate Allocation, and Conservative Allocation—feature a diligent team plying a thoughtful process. The underlying funds have struggled to keep up with peers of late and warrant a close watch, but the long-term prospects of these target-risk funds have not degraded.

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Portfolio Holdings MAMAX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings73.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Government Securities R6

10.02615M
—

MFS Total Return Bond R6

9.02554M
—

MFS Value R6

7.91486M
—

MFS Growth R6

7.47459M
—

MFS Research R6

7.41455M
—

MFS Inflation-Adjusted Bond R6

7.02431M
—

MFS Mid Cap Growth R6

7.02431M
—

MFS Mid Cap Value R6

6.85420M
—

MFS Research International R6

5.23321M
—

MFS Global Opportunistic Bd R6

5.03309M
—

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