MCARX Mutual Fund

MCARX Mutual Fund (MFS Conservative Allocation Fund Class R2) is managed by MFS Investment Management with $28.7M in net assets. MCARX expense ratio is 1.08%, holding 26 positions across various sectors. Inception date: 2003-10-31.

MCARX performance shows a YTD return of 2.75%. The 1-year return is 3.68% and the 5-year return is 2.59%. MCARX dividend yield stands at 3.18%, paid quarterly.

MCARX top holdings include Mfs Research Bond Fund (15.1%), Mfs Limited Maturity Fund - Class R6 (10.1%), Mfs Inflation Adjusted Bond Fund (10.0%), Mfs Government Securities Fund (10.0%), Mfs Global Bond Fund (7.0%). Go to all MCARX holdings, MCARX sectors, or MCARX dividends.

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