MACNX Mutual Fund
MACNX Mutual Fund
MACNX Mutual Fund
MFS Conservative Allocation Fund Class R3
MACNX Mutual Fund Overview
MACNX Mutual Fund (MFS Conservative Allocation Fund Class R3) is managed by MFS Investment Management with $44.0M in net assets. MACNX expense ratio is 0.83%, holding 26 positions across various sectors. Inception date: 2005-04-01.
MACNX performance shows a YTD return of 2.96%. The 1-year return is 3.94% and the 5-year return is 2.84%. MACNX dividend yield stands at 3.32%, paid quarterly.
MACNX top holdings include Mfs Research Bond Fund (15.1%), 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 MACNX holdings, MACNX sectors, or MACNX dividends.
MACNX can be compared against other funds. Use MACNX overlap to find shared positions, or MACNX vs another fund for a side-by-side view. MACNX alternatives are available via the screener, along with tax-loss harvesting opportunities.