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MFS Conservative Allocation R3 MACNX

Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 15.73  /  0.63 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.830%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.49%
  • Turnover 9%

Morningstar’s Analysis MACNX

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Summary

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The MFS Allocation target-risk series–MFS Aggressive Growth Allocation, MFS Growth Allocation, MFS Moderate Allocation, and MFS Conservative Allocation–features a durable process and enticing underlying funds. The cheapest share classes of the Moderate and Conservative funds receive a Morningstar Analyst Rating of Silver, while those of the Aggressive Growth fund fall to Bronze amid increasing competition within their peer group. The remaining shares across the series receive ratings ranging from Bronze to Neutral, depending on the fees.

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