MACIX Mutual Fund
MACIX Mutual Fund
MFS Conservative Allocation Fund Class I
MACIX Mutual Fund Overview
MACIX Mutual Fund (MFS Conservative Allocation Fund Class I) is managed by MFS Investment Management with $356.4M in net assets. MACIX expense ratio is 0.58%, holding 22 positions across sectors including Unknown, Other. Inception date: 2002-06-28.
MACIX performance shows a YTD return of 1.94%. The 1-year return is 7.91% and the 5-year return is 3.72%. MACIX dividend yield stands at 6.32%, paid quarterly.
MACIX 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 MACIX holdings, sector breakdown, or dividend history.
MACIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MACIX alternatives are available via the screener, along with tax-loss harvesting opportunities.