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MFS Moderate Allocation R2 MARRX

Analyst rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 17.89  /  0.83 %
  • Total Assets 6.3 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.150%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.10%
  • Turnover 11%

Morningstar’s Analysis MARRX

Will MARRX outperform in future?

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

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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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