The MFS Allocation target-risk series, composed of MFS Aggressive Growth Allocation, MFS Growth Allocation, MFS Moderate Allocation, and MFS Conservative Allocation, boasts stability and quality that few series can match. Our increased conviction in its process results in an upgrade to its Morningstar Analyst Rating to Silver from Bronze for the two cheapest share classes of the Aggressive Growth, Growth, and Moderate Allocation funds. The Conservative fund and the rest of the other three funds’ share classes vary from Bronze to Neutral.
Will MARRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MARRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MARRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MARRX’s parent organization’s priorities and whether they’re in line with investors’ interests.