MARRX Mutual Fund
MARRX Mutual Fund
MARRX Mutual Fund
MFS Moderate Allocation Fund Cl R2
MARRX Mutual Fund Overview
MARRX Mutual Fund (MFS Moderate Allocation Fund Cl R2) is managed by MFS Investment Management with $57.4M in net assets. MARRX expense ratio is 1.13%, holding 23 positions across various sectors. Inception date: 2003-10-31.
MARRX performance shows a YTD return of 3.28%. The 1-year return is 4.69% and the 5-year return is 4.25%. MARRX dividend yield stands at 2.64%, paid quarterly.
MARRX top holdings include Mfs Government Securities Fund (9.9%), Mfs Research Bond Fund (9.0%), Mfs Value Fund (8.0%), Mfs Research Fund (7.3%), Mfs Growth Fund Class R6 (7.3%). Go to all MARRX holdings, MARRX sectors, or MARRX dividends.
MARRX can be compared against other funds. Use MARRX overlap to find shared positions, or MARRX vs another fund for a side-by-side view. MARRX alternatives are available via the screener, along with tax-loss harvesting opportunities.