MAMJX Mutual Fund (MFS Moderate Allocation Fund Class R4) is managed by MFS Investment Management with $135.0M in net assets. MAMJX expense ratio is 0.64%, holding 23 positions across sectors including Unknown, Other. Inception date: 2005-04-01.

MAMJX performance shows a YTD return of 3.61%. The 1-year return is 10.28% and the 5-year return is 5.17%. MAMJX dividend yield stands at 7.72%, paid quarterly.

MAMJX 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 MAMJX holdings, sector breakdown, or dividend history.

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