MAMHX Mutual Fund (MFS Moderate Allocation Fund Class R3) is managed by MFS Investment Management with $108.3M in net assets. MAMHX expense ratio is 0.89%, holding 23 positions across sectors including Unknown, Other. Inception date: 2005-04-01.

MAMHX performance shows a YTD return of 3.60%. The 1-year return is 10.00% and the 5-year return is 4.90%. MAMHX dividend yield stands at 7.54%, paid quarterly.

MAMHX 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 MAMHX holdings, sector breakdown, or dividend history.

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