MAMPX Mutual Fund
MAMPX Mutual Fund
MAMPX Mutual Fund
MFS Moderate Allocation Fund Class R6
MAMPX Mutual Fund Overview
MAMPX Mutual Fund (MFS Moderate Allocation Fund Class R6) is managed by MFS Investment Management with $291.5M 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 7.53%, paid quarterly.
MAMPX 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 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.