MACQX Mutual Fund

MACQX Mutual Fund (MFS Conservative Allocation Fund Class R6) is managed by MFS Investment Management with $123.3M in net assets. MACQX expense ratio is 0.52%, holding 22 positions across various sectors. Inception date: 2021-09-30.

MACQX performance shows a YTD return of 3.56%. The 1-year return is 7.73% and the 5-year return is 3.59%. MACQX dividend yield stands at 6.34%, paid quarterly.

MACQX 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 MACQX holdings, MACQX sectors, or MACQX dividends.

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