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MFS Conservative Allocation R1 MACKX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 15.91  /  +0.51 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.590%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.91%
  • Turnover 4%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:32 PM GMT+0

Morningstar’s Analysis MACKX

Will MACKX outperform in future?

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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.

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Portfolio Holdings MACKX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 75.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Total Return Bond R6

14.55 544.9 Mil

MFS Limited Maturity R6

10.01 374.8 Mil

MFS Inflation-Adjusted Bond R6

9.95 372.5 Mil

MFS Government Securities R6

9.34 349.9 Mil

MFS Global Opportunistic Bd R6

7.02 262.9 Mil

MFS Value R6

5.96 223.2 Mil

MFS Research R6

5.16 193.2 Mil

MFS Growth R6

5.13 192.1 Mil

MFS High Income R6

4.00 149.7 Mil

MFS Mid Cap Value R6

3.95 147.8 Mil