MMABX Mutual Fund
MMABX Mutual Fund
MFS Moderate Allocation Fund Class B
MMABX Mutual Fund Overview
MMABX Mutual Fund (MFS Moderate Allocation Fund Class B) is managed by MFS Investment Management with $5.3M in net assets. MMABX expense ratio is 1.64%, holding 23 positions across sectors including Unknown, Other. Inception date: 2002-06-28.
MMABX performance shows a YTD return of 3.65%. The 1-year return is 9.16% and the 5-year return is 4.12%. MMABX dividend yield stands at 6.63%, paid quarterly.
MMABX 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 MMABX holdings, sector breakdown, or dividend history.
MMABX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MMABX alternatives are available via the screener, along with tax-loss harvesting opportunities.