MACFX Mutual Fund
MACFX Mutual Fund
MFS Conservative Allocation Fund Class A
MACFX Mutual Fund Overview
MACFX Mutual Fund (MFS Conservative Allocation Fund Class A) is managed by MFS Investment Management with $2.52B in net assets. MACFX expense ratio is 0.83%, holding 22 positions across sectors including Unknown, Other. Inception date: 2002-06-28.
MACFX performance shows a YTD return of 1.90%. The 1-year return is 7.68% and the 5-year return is 3.46%. MACFX dividend yield stands at 6.15%, paid quarterly.
MACFX 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 MACFX holdings, sector breakdown, or dividend history.
MACFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MACFX alternatives are available via the screener, along with tax-loss harvesting opportunities.