MMACX Mutual Fund
MMACX Mutual Fund
MFS Moderate Allocation Fund Class C
MMACX Mutual Fund Overview
MMACX Mutual Fund (MFS Moderate Allocation Fund Class C) is managed by MFS Investment Management with $253.9M in net assets. MMACX expense ratio is 1.64%, holding 23 positions across sectors including Unknown, Other. Inception date: 2002-06-28.
MMACX performance shows a YTD return of 3.50%. The 1-year return is 9.15% and the 5-year return is 4.11%. MMACX dividend yield stands at 6.90%, paid quarterly.
MMACX 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 MMACX holdings, sector breakdown, or dividend history.
MMACX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MMACX alternatives are available via the screener, along with tax-loss harvesting opportunities.