MACBX Mutual Fund (MFS Conservative Allocation Fund Class B) is managed by MFS Investment Management with $2.3M in net assets. MACBX expense ratio is 1.58%, holding 22 positions across sectors including Unknown, Other. Inception date: 2002-06-28.

MACBX performance shows a YTD return of 1.97%. The 1-year return is 6.89% and the 5-year return is 2.68%. MACBX dividend yield stands at 5.24%, paid quarterly.

MACBX top holdings include Mfs Research Bond Fund (15.0%), Mfs Inflation Adjusted Bond Fund (10.0%), Mfs Government Securities Fund (10.0%), Mfs Limited Maturity Fund - Class R6 (10.0%), Mfs Global Bond Fund (7.0%). View all MACBX holdings, sector breakdown, or dividend history.

MACBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MACBX alternatives are available via the screener, along with tax-loss harvesting opportunities.