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MFS Moderate Allocation C MMACX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 18.88  /  +0.21 %
  • Total Assets 6.5 Bil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.36%
  • Turnover 2%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis MMACX

Will MMACX outperform in future?

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

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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.

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Portfolio Holdings MMACX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 71.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Government Securities R6

9.38 611.0 Mil

MFS Total Return Bond R6

8.57 558.5 Mil

MFS Value R6

7.97 519.6 Mil

MFS Research R6

7.15 465.9 Mil

MFS Growth R6

7.11 463.3 Mil

MFS Inflation-Adjusted Bond R6

6.96 453.3 Mil

MFS Mid Cap Value R6

6.93 451.7 Mil

MFS Mid Cap Growth R6

6.91 450.5 Mil

MFS Global Opportunistic Bd R6

5.03 327.9 Mil

MFS Research International R6

4.99 325.3 Mil