MAMHX Mutual Fund

MAMHX Mutual Fund (MFS Moderate Allocation Fund Class R3) is managed by MFS Investment Management with $111.3M in net assets. MAMHX expense ratio is 0.89%, holding 23 positions across various sectors. Inception date: 2005-04-01.

MAMHX performance shows a YTD return of 5.10%. The 1-year return is 9.78% and the 5-year return is 4.56%. MAMHX dividend yield stands at 7.54%, paid quarterly.

MAMHX 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 MAMHX holdings, MAMHX sectors, or MAMHX dividends.

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