MCARX Mutual Fund (MFS Conservative Allocation Fund Class R2) is managed by MFS Investment Management with $29.7M in net assets. MCARX expense ratio is 1.08%, holding 22 positions across sectors including Unknown, Other. Inception date: 2003-10-31.

MCARX performance shows a YTD return of 1.80%. The 1-year return is 7.41% and the 5-year return is 3.20%. MCARX dividend yield stands at 6.16%, paid quarterly.

MCARX top holdings include Mfs Research Bond Fund (15.0%), Mfs Inflation Adjusted Bond Fund (10.0%), Mfs Government Securities Fund (10.0%), Mfs Limited Maturity Fund - Class R6 (10.0%), Mfs Global Bond Fund (7.0%). View all MCARX holdings, sector breakdown, or dividend history.

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