MARRX Mutual Fund (MFS Moderate Allocation Fund Cl R2) is managed by MFS Investment Management with $61.6M in net assets. MARRX expense ratio is 1.14%, holding 23 positions across sectors including Unknown, Other. Inception date: 2003-10-31.

MARRX performance shows a YTD return of 3.57%. The 1-year return is 9.76% and the 5-year return is 4.65%. MARRX dividend yield stands at 7.56%, paid quarterly.

MARRX 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 MARRX holdings, sector breakdown, or dividend history.

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