MAMJX Mutual Fund
MAMJX Mutual Fund
MAMJX Mutual Fund
MFS Moderate Allocation Fund Class R4
MAMJX Mutual Fund Overview
MAMJX Mutual Fund (MFS Moderate Allocation Fund Class R4) is managed by MFS Investment Management with $130.9M in net assets. MAMJX expense ratio is 0.64%, holding 23 positions across various sectors. Inception date: 2005-04-01.
MAMJX performance shows a YTD return of 5.22%. The 1-year return is 10.07% and the 5-year return is 4.83%. MAMJX dividend yield stands at 7.63%, paid quarterly.
MAMJX top holdings include Mfs Government Securities Fund (9.9%), Mfs Research Bond Fund (9.0%), Mfs Value Fund (8.1%), Mfs Research Fund (7.3%), Mfs Growth Fund (7.1%). Go to all MAMJX holdings, MAMJX sectors, or MAMJX dividends.
MAMJX can be compared against other funds. Use MAMJX overlap to find shared positions, or MAMJX vs another fund for a side-by-side view. MAMJX alternatives are available via the screener, along with tax-loss harvesting opportunities.