MAMAX Mutual Fund
MAMAX Mutual Fund
MAMAX Mutual Fund
MFS Moderate Allocation Fund Class A
MAMAX Mutual Fund Overview
MAMAX Mutual Fund (MFS Moderate Allocation Fund Class A) is managed by MFS Investment Management with $4.85B in net assets. MAMAX expense ratio is 0.88%, holding 23 positions across various sectors. Inception date: 2002-06-28.
MAMAX performance shows a YTD return of 4.48%. The 1-year return is 5.74% and the 5-year return is 4.06%. MAMAX dividend yield stands at 2.81%, paid quarterly.
MAMAX top holdings include Mfs Government Securities Fund (9.9%), Mfs Research Bond Fund (9.0%), Mfs Value Fund (8.0%), Mfs Research Fund (7.3%), Mfs Growth Fund Class R6 (7.3%). Go to all MAMAX holdings, MAMAX sectors, or MAMAX dividends.
MAMAX can be compared against other funds. Use MAMAX overlap to find shared positions, or MAMAX vs another fund for a side-by-side view. MAMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.