MMACX Mutual Fund
MMACX Mutual Fund
MMACX Mutual Fund
MFS Moderate Allocation Fund Class C
MMACX Mutual Fund Overview
MMACX Mutual Fund (MFS Moderate Allocation Fund Class C) is managed by MFS Investment Management with $245.7M in net assets. MMACX expense ratio is 1.64%, holding 23 positions across various sectors. Inception date: 2002-06-28.
MMACX performance shows a YTD return of 4.59%. The 1-year return is 8.94% and the 5-year return is 3.78%. MMACX dividend yield stands at 6.84%, paid quarterly.
MMACX 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 MMACX holdings, MMACX sectors, or MMACX dividends.
MMACX can be compared against other funds. Use MMACX overlap to find shared positions, or MMACX vs another fund for a side-by-side view. MMACX alternatives are available via the screener, along with tax-loss harvesting opportunities.