MACNX Mutual Fund
MACNX Mutual Fund
MFS Conservative Allocation Fund Class R3
MACNX Mutual Fund Overview
MACNX Mutual Fund (MFS Conservative Allocation Fund Class R3) is managed by MFS Investment Management with $50.1M in net assets. MACNX expense ratio is 0.83%, holding 22 positions across sectors including Unknown, Other. Inception date: 2005-04-01.
MACNX performance shows a YTD return of 1.87%. The 1-year return is 7.64% and the 5-year return is 3.46%. MACNX dividend yield stands at 6.22%, paid quarterly.
MACNX 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 MACNX holdings, sector breakdown, or dividend history.
MACNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MACNX alternatives are available via the screener, along with tax-loss harvesting opportunities.