MACNX Mutual Fund

MACNX Mutual Fund (MFS Conservative Allocation Fund Class R3) is managed by MFS Investment Management with $50.0M in net assets. MACNX expense ratio is 0.83%, holding 22 positions across various sectors. Inception date: 2005-04-01.

MACNX performance shows a YTD return of 3.31%. The 1-year return is 7.39% and the 5-year return is 3.11%. MACNX dividend yield stands at 6.23%, paid quarterly.

MACNX 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 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.