MAMFX Mutual Fund

MAMFX Mutual Fund (MFS Moderate Allocation Fund Class R1) is managed by MFS Investment Management with $15.5M in net assets. MAMFX expense ratio is 1.64%, holding 23 positions across various sectors. Inception date: 2005-04-01.

MAMFX performance shows a YTD return of 4.63%. The 1-year return is 8.91% and the 5-year return is 3.77%. MAMFX dividend yield stands at 7.20%, paid quarterly.

MAMFX top holdings include Mfs Government Securities Fund (9.8%), Mfs Research Bond Fund (8.6%), Mfs Value Fund (8.2%), Mfs Mid Cap Value Fund (7.2%), Mfs Research Fund (7.1%). Go to all MAMFX holdings, MAMFX sectors, or MAMFX dividends.

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