MAMFX Mutual Fund (MFS Moderate Allocation Fund Class R1) is managed by MFS Investment Management with $15.1M in net assets. MAMFX expense ratio is 1.64%, holding 23 positions across sectors including Unknown, Other. Inception date: 2005-04-01.

MAMFX performance shows a YTD return of 3.51%. The 1-year return is 9.19% and the 5-year return is 4.12%. MAMFX dividend yield stands at 7.29%, paid quarterly.

MAMFX 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 MAMFX holdings, sector breakdown, or dividend history.

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