Morningstar

MFS Moderate Allocation Fund Class R2 MARRX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $20.04  /  +0.30 %
  • Fund Size $6.2B
  • Adjusted Expense Ratio 1.130%
  • Net Expense Ratio 0.580%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Limited
  • TTM Yield 2.53%
  • Turnover Ratio 4%
NAV and 1-Day Return as of

Morningstar’s Analysis MARRX

Will MARRX outperform in the 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 MARRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of MARRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Eyes on the horizon.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

The four offerings that constitute the MFS target-risk series—Aggressive Growth Allocation, Growth Allocation, Moderate Allocation, and Conservative Allocation—feature a diligent team plying a thoughtful process. The underlying funds have struggled to keep up with peers of late and warrant a close watch, but the long-term prospects of these target-risk funds have not degraded.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MARRX

More MARRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Government Securities R6

10.02 615M
—

MFS Total Return Bond R6

9.02 554M
—

MFS Value R6

7.91 486M
—

MFS Growth R6

7.47 459M
—

MFS Research R6

7.41 455M
—

MFS Inflation-Adjusted Bond R6

7.02 431M
—

MFS Mid Cap Growth R6

7.02 431M
—

MFS Mid Cap Value R6

6.85 420M
—

MFS Research International R6

5.23 321M
—

MFS Global Opportunistic Bd R6

5.03 309M
—

Sponsor Center