MMABX Mutual Fund
MMABX Mutual Fund
MMABX Mutual Fund
MFS Moderate Allocation Fund Class B
MMABX Mutual Fund Overview
MMABX Mutual Fund (MFS Moderate Allocation Fund Class B) is managed by MFS Investment Management with $4.4M in net assets. MMABX expense ratio is 1.64%, holding 23 positions across various sectors. Inception date: 2002-06-28.
MMABX performance shows a YTD return of 4.63%. The 1-year return is 8.95% and the 5-year return is 3.77%. MMABX dividend yield stands at 6.57%, paid quarterly.
MMABX 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 MMABX holdings, MMABX sectors, or MMABX dividends.
MMABX can be compared against other funds. Use MMABX overlap to find shared positions, or MMABX vs another fund for a side-by-side view. MMABX alternatives are available via the screener, along with tax-loss harvesting opportunities.