MACFX Mutual Fund

MACFX Mutual Fund (MFS Conservative Allocation Fund Class A) is managed by MFS Investment Management with $2.53B in net assets. MACFX expense ratio is 0.83%, holding 22 positions across various sectors. Inception date: 2002-06-28.

MACFX performance shows a YTD return of 3.33%. The 1-year return is 7.37% and the 5-year return is 3.12%. MACFX dividend yield stands at 6.16%, paid quarterly.

MACFX 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 MACFX holdings, MACFX sectors, or MACFX dividends.

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