MACJX Mutual Fund
MACJX Mutual Fund
MFS Conservative Allocation Fund Class R4
MACJX Mutual Fund Overview
MACJX Mutual Fund (MFS Conservative Allocation Fund Class R4) is managed by MFS Investment Management with $320.5M in net assets. MACJX expense ratio is 0.58%, holding 22 positions across sectors including Unknown, Other. Inception date: 2005-04-01.
MACJX performance shows a YTD return of 1.96%. The 1-year return is 7.95% and the 5-year return is 3.72%. MACJX dividend yield stands at 6.40%, paid quarterly.
MACJX 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 MACJX holdings, sector breakdown, or dividend history.
MACJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MACJX alternatives are available via the screener, along with tax-loss harvesting opportunities.