MACVX Mutual Fund
MACVX Mutual Fund
MFS Conservative Allocation Fund Class C
MACVX Mutual Fund Overview
MACVX Mutual Fund (MFS Conservative Allocation Fund Class C) is managed by MFS Investment Management with $147.3M in net assets. MACVX expense ratio is 1.58%, holding 22 positions across sectors including Unknown, Other. Inception date: 2002-06-28.
MACVX performance shows a YTD return of 1.82%. The 1-year return is 6.80% and the 5-year return is 2.68%. MACVX dividend yield stands at 5.49%, paid quarterly.
MACVX 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 MACVX holdings, sector breakdown, or dividend history.
MACVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MACVX alternatives are available via the screener, along with tax-loss harvesting opportunities.