MAMJX Mutual Fund

MAMJX Mutual Fund (MFS Moderate Allocation Fund Class R4) is managed by MFS Investment Management with $135.2M 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 4.82%. MAMJX dividend yield stands at 7.72%, paid quarterly.

MAMJX 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 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.