MACKX Mutual Fund (MFS Conservative Allocation Fund Class R1) is managed by MFS Investment Management with $6.8M in net assets. MACKX expense ratio is 1.58%, holding 22 positions across sectors including Unknown, Other. Inception date: 2005-04-01.

MACKX performance shows a YTD return of 2.37%. The 1-year return is 6.86% and the 5-year return is 2.68%. MACKX dividend yield stands at 5.71%, paid quarterly.

MACKX 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 MACKX holdings, sector breakdown, or dividend history.

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