MAMAX Mutual Fund (MFS Moderate Allocation Fund Class A) is managed by MFS Investment Management with $5.12B in net assets. MAMAX expense ratio is 0.89%, holding 23 positions across sectors including Unknown, Other. Inception date: 2002-06-28.

MAMAX performance shows a YTD return of 3.61%. The 1-year return is 9.99% and the 5-year return is 4.90%. MAMAX dividend yield stands at 7.46%, paid quarterly.

MAMAX top holdings include Mfs Government Securities Fund (9.8%), Mfs Research Bond Fund (8.6%), Mfs Value Fund (8.2%), Mfs Mid Cap Value Fund (7.2%), Mfs Research Fund (7.1%). View all MAMAX holdings, sector breakdown, or dividend history.

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