MAMPX Mutual Fund

MAMPX Mutual Fund (MFS Moderate Allocation Fund Class R6) is managed by MFS Investment Management with $298.3M in net assets. MAMPX expense ratio is 0.56%, holding 23 positions across various sectors. Inception date: 2021-09-30.

MAMPX performance shows a YTD return of 5.29%. The 1-year return is 10.12% and the 5-year return is 4.89%. MAMPX dividend yield stands at 7.61%, paid quarterly.

MAMPX 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 MAMPX holdings, MAMPX sectors, or MAMPX dividends.

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