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Morningstar

MFS Conservative Allocation B MACBX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 16.03  /  0.31 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.590%
  • Distribution Fee Level Low
  • Share Class Type —
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Closed
  • TTM Yield 1.96%
  • Turnover 4%

USD | NAV as of Dec 04, 2023 | 1-Day Return as of Dec 04, 2023, 11:55 PM GMT+0

Morningstar’s Analysis MACBX

Will MACBX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MACBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MACBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MACBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The suite has rewarded long-term investors.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

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.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings MACBX

More MACBX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 76.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Total Return Bond R6

14.69
522,138,305
—

MFS Limited Maturity R6

9.97
354,572,393
—

MFS Inflation-Adjusted Bond R6

9.97
354,487,516
—

MFS Government Securities R6

9.72
345,420,885
—

MFS Global Opportunistic Bd R6

6.99
248,561,015
—

MFS Value R6

5.99
212,809,601
—

MFS Research R6

5.46
194,225,162
—

MFS Growth R6

5.42
192,652,216
—

MFS Mid Cap Value R6

4.00
142,078,657
—

MFS High Income R6

3.99
141,960,920
—