MACQX Mutual Fund
MACQX Mutual Fund
MFS Conservative Allocation Fund Class R6
MACQX Mutual Fund Overview
MACQX Mutual Fund (MFS Conservative Allocation Fund Class R6) is managed by MFS Investment Management with $124.6M in net assets. MACQX expense ratio is 0.52%, holding 22 positions across sectors including Unknown, Other. Inception date: 2021-09-30.
MACQX performance shows a YTD return of 1.94%. The 1-year return is 7.98%. MACQX dividend yield stands at 6.38%, paid quarterly.
MACQX 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 MACQX holdings, sector breakdown, or dividend history.
MACQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MACQX alternatives are available via the screener, along with tax-loss harvesting opportunities.