MMAIX Mutual Fund (MFS Moderate Allocation Fund Class I) is managed by MFS Investment Management with $408.4M in net assets. MMAIX expense ratio is 0.64%, holding 23 positions across sectors including Unknown, Other. Inception date: 2002-06-28.

MMAIX performance shows a YTD return of 4.51%. The 1-year return is 10.26% and the 5-year return is 5.16%. MMAIX dividend yield stands at 7.65%, paid quarterly.

MMAIX 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 MMAIX holdings, sector breakdown, or dividend history.

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