MACVX Mutual Fund

MACVX Mutual Fund (MFS Conservative Allocation Fund Class C) is managed by MFS Investment Management with $145.1M in net assets. MACVX expense ratio is 1.58%, holding 22 positions across various sectors. Inception date: 2002-06-28.

MACVX performance shows a YTD return of 2.89%. The 1-year return is 6.61% and the 5-year return is 2.35%. MACVX dividend yield stands at 5.50%, paid quarterly.

MACVX 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 MACVX holdings, MACVX sectors, or MACVX dividends.

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