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Morningstar

MFS Moderate Allocation R1 MAMFX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 18.24  /  +0.66 %
  • Total Assets 6.7 Bil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.47%
  • 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 MAMFX

Will MAMFX 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 MAMFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MAMFX 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 MAMFX’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 MAMFX

More MAMFX Holdings
  • 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
—