MACJX Mutual Fund
MACJX Mutual Fund
MACJX Mutual Fund
MFS Conservative Allocation Fund Class R4
MACJX Mutual Fund Overview
MACJX Mutual Fund (MFS Conservative Allocation Fund Class R4) is managed by MFS Investment Management with $313.2M in net assets. MACJX expense ratio is 0.58%, holding 22 positions across various sectors. Inception date: 2005-04-01.
MACJX performance shows a YTD return of 3.51%. The 1-year return is 7.70% and the 5-year return is 3.52%. MACJX dividend yield stands at 6.36%, paid quarterly.
MACJX top holdings include Mfs Research Bond Fund (15.0%), Mfs Limited Maturity Fund - Class R6 (10.1%), Mfs Inflation Adjusted Bond Fund (10.0%), Mfs Government Securities Fund (10.0%), Mfs Global Bond Fund (7.0%). Go to all MACJX holdings, MACJX sectors, or MACJX dividends.
MACJX can be compared against other funds. Use MACJX overlap to find shared positions, or MACJX vs another fund for a side-by-side view. MACJX alternatives are available via the screener, along with tax-loss harvesting opportunities.