MACBX Mutual Fund

MACBX Mutual Fund (MFS Conservative Allocation Fund Class B) is managed by MFS Investment Management with $2.0M in net assets. MACBX expense ratio is 1.58%, holding 22 positions across various sectors. Inception date: 2002-06-28.

MACBX performance shows a YTD return of 2.91%. The 1-year return is 6.58% and the 5-year return is 2.34%. MACBX dividend yield stands at 5.25%, paid quarterly.

MACBX 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%). Go to all MACBX holdings, MACBX sectors, or MACBX dividends.

MACBX can be compared against other funds. Use MACBX overlap to find shared positions, or MACBX vs another fund for a side-by-side view. MACBX alternatives are available via the screener, along with tax-loss harvesting opportunities.